Richard Taylor Email & Phone Number

Canberra, Australian Capital Territory, Australia

Canberra, Australian Capital Territory, Australia

I’m delighted to announce that I am now part of the team at @wilsons, joining @timanderson to lead the business in the Canberra region. Wilsons has a long and distinguished history in financial services, and their private wealth advisory is underpinned by an expert Investment Strategy team lead by @david Cassidy, along with their extensive range of investment insights across domestic and global equities, fixed interest and alternative investments.

Canberra Area, Australia

Elston provides highly personalised investment advice and portfolio management to private Australian investors. We offer an integrated service for clients, combining investment strategy advice with a conservative investment management approach to build and preserve wealth. Elston Partners is a privately owned and operated Australian investment firm, dedicated to providing trusted investment advice to clients with honesty and integrity. Our independently provided research, corporate independence and sole focus on private investors enable us to provide a truly transparent service with quality advice.

Canberra, Australia

As HSBC's Wealth Management specialist in Canberra, I provided strategic financial planning advice to both HSBC's client base and other referred clients wishing to access specific advice needs.The role provided solutions to client financial goals and objectives, covering wealth accumulation needs such as pre-retirement and retirement planning, tax minimisation, optimal savings and investment structures, superannuation, borrowing strategies and more. Wealth protection advice was also provided covering personal insurance needs, and strategic estate planning needs were explored and referred to specialists in this area.HSBC's expertise in structured products also enables client's to enhance their investment diversification through these alternative investments.

Richard is a member of the Institute of Chartered Accountants in Australia, and has a Bachelor of Commerce degree from the Australian National University. He has also completed of Graduate Diploma in Applied Finance, as well as a Graduate Diploma in Financial Planning, both attained through the Financial Service Institute of Australasia (Finsia). He is also a Level 1 ASX Accredited Derivatives Adviser (ADA).

I spent 18 months working for the Australian Office of Financial Management in Canberra, which is responsible for managing the Commonwealth's debt portfolio.

Certified Financial Planner, Financial Planning

Chartered Accountant, Accounting, Taxation

Activities and Societies: Financial Planning Specialist of the Institute of Chartered Accountants in Australia

Grad Dip In Finanical Planning, Financial Planning

Grad Dip In Applied Finance And Investment, Applied Finance And Investment

Bcomm, Accounting, Economics

Education record