Colin Taylor – Financial Adviser / Authorised Representative of AssetPlan Financial Services
Colin Taylor has had over 30 years’ experience as an adviser. He is a CERTIFIED FINANCIAL PLANNER® and is one of the founding directors of AssetPlan Financial Services.
His clients comprise both younger wealth accumulators and retirees. He has experience with all forms of investment, including direct holdings, managed investments and self-managed superannuation funds.
Contact details: P: (03) 9670 8338 E: colint@assetplan.com.au
Colin Taylor
Jason Reynolds, CFP®,Bcom,GradDipFP – Financial Adviser / Director of Action Wealth, Corporate Authorised Representative of AssetPlan Financial Services
After working for a number of prominent companies within the financial planning industry I became frustrated with the standard industry approach to financial planning of “get em in and charge em”. So I created a new approach which, I apply today, of educating clients on how to succesfully build their wealth through the application of the right mindset and strategies over time. I believe that prevention is the best cure and I endeavour to apply this theory to my clients ensuring that they do not make the common financial mistakes that typically lead to financial mediocrity.
I have a wealth of holistic financial advice experience and knowledge which, is evidenced by my Bachelor of Commerce Degree (finance major), Graduate Diploma in Financial Planning, Margin Lending, Self Managed Superannuation Fund specialisation and the industries top qualification of Certified Financial Planner (CFP®).
Contact details: P: (03) 9670 8338 M: 0438 572 978 E: jason@actionwealthnow.com.au
Web: www.actionwealthnow.com.au
Jason Reynolds
Financial Adviser
Gareth’s contact details are:
P: (03) 9670 8338
Gareth Martin
