About Us

Taylor Financial Planners

Taylor Financial Planners specialises in providing advice and strategies to help build your assets and minimise Risk.

Graeme Taylor started as a Licensed Dealer in Securities in 1985 and then Taylor Financial Planners Pty Ltd in 2000 and in December 2010 TFP was issued with an Australian Financial Services Licence 241465.

We aim to provide valued advice at very competitive rates and together with research take a proactive approach to advising on the investment sectors, fund managers and shares

 

Our Staff

Taylor Financial Planners

Graeme Taylor CPA (FPS) ACIS
Senior Financial Planner

Graeme Taylor worked full time, studying part time to obtain CPA and Chartered Secretary qualifications and then commenced with a Chartered Accounting firm.

He later commenced Rokeby Tax Consultants and became a Licensed Dealer in Securities in May 1985 and retired from Accounting in 2003.

Graeme's speciality throughout has been all aspects of investment, including property, shares and managed funds, Tax, Super and Retirement planning as well as Estate Planning.

Graeme's Personal Interests include Rock 'n' Roll dancing and Ballroom, going to the beach and home repairs

Taylor Financial Planners

Aaron Smith BComm
Junior Financial Planner and Paraplanner

Aaron Joined Taylor Financial Planners in 2010 after completing his Commerce Degree at Curtin University with majors in Accounting and Financial Planning. He is aiming to begin his CFP qualification through the FPA in 2016.

Aaron has had a passion for shares and investing since an early age and made his first share based investment soon after starting with TFP.

Aaron is an avid basketball fan, being a big supporter of the Perth Wildcats and also plays in a domestic Basketball league at Ray Owen Recreation Centre in Kalamunda.

Taylor Financial Planners

Kim Pond
Office Support and Admin

Kim started with Taylor Financial Planners in 2011 and provides Administrative support to Aaron and Graeme

Kim's interests include Rock 'n' Roll and Ballroom dancing, gardening and home renovations

Taylor Financial Planners

Alyssia Taylor
Office Support and Admin

Alyssia joined Taylor Financial Planners in 2014 as a PA to Graeme and assists in providing office support. She has a Bachelor of Arts from Curtin University and enjoys bike riding and walking her dog, Tyson

 

Why Choose TFP

Taylor Financial Planners is a boutique Financial Planning Practice operating from the central location of Subiaco (close to the Perth CBD) and is within 10 minutes walking distance from Subiaco train station. Free parking is available in the front bay of the property or at the rear of the building.

Due to our small size we are able provide you with a personalised experience, timely service and advice to best suit your needs and goals.

By seeking Financial Planning from TFP you benefit from Graeme Taylor's professional qualifications and 28 years of Investment experience as well as prior experience as an accountant in public practice.

TFP is able to offer a wide range of services on all matters relating to investment, borrowing, real estate feasibility calculations, tax planning advice, advice on existing Supers, pre retirement, Allocated Pensions, Centrelink advice, Aged Care advice and Estate Planning.

We offer a number of different Investment, Superannuation and Allocated Pension platforms (ranging from very low cost with a limited range of features to those offering the full suite of investments and features and with the ability to include both Australian, international shares and ETF's etc) and we can advise on which platform best suits your needs.

We can also set up and advise on SMSF structures for direct shares and property.

TFP's advice fees are reasonable and we have absorbed cost increases since 2012 without increasing clients fees, offering a valued service to you