Richard Taylor
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Richard Taylor Email & Phone Number

Senior Private Wealth Adviser at Shaw and Partners
Location: Canberra, Australian Capital Territory, Australia 10 work roles 6 schools
1 work email found @hsbc.com.au LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@hsbc.com.au
LinkedIn Profile matched
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Current company
Role
Senior Private Wealth Adviser
Location
Canberra, Australian Capital Territory, Australia
Company size

Who is Richard Taylor? Overview

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Quick answer

Richard Taylor is listed as Senior Private Wealth Adviser at Shaw and Partners, a company with 308 employees, based in Canberra, Australian Capital Territory, Australia. AeroLeads shows a work email signal at hsbc.com.au and a matched LinkedIn profile for Richard Taylor.

Richard Taylor previously worked as Private Wealth Adviser at Wilsons and Private Wealth Manager at Elston. Richard Taylor holds Certified Financial Planner, Financial Planning from Financial Planning Association Of Australia.

Company email context

Email format at Shaw and Partners

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{first_initial}{last}@hsbc.com.au
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AeroLeads found 1 current-domain work email signal for Richard Taylor. Compare company email patterns before reaching out.

Profile bio

About Richard Taylor

Richard Taylor is a Senior Private Wealth Adviser at Shaw and Partners. He possess expertise in investments, retirement planning, investment strategies, portfolio management, strategic financial planning and 14 more skills.

Listed skills include Investments, Retirement Planning, Investment Strategies, Portfolio Management, and 15 others.

Current workplace

Richard Taylor's current company

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Shaw and Partners
Shaw And Partners
Senior Private Wealth Adviser
australia
Employees
308
AeroLeads page
10 roles · 33 years

Richard Taylor work experience

A career timeline built from the work history available for this profile.

Senior Private Wealth Adviser

Current

Canberra, Australian Capital Territory, Australia

Nov 2021 - Present

Private Wealth Adviser

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.

Feb 2021 - Nov 2021

Private Wealth Manager

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.

May 2013 - Feb 2021

Premier Financial Planner

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.

Sep 2010 - Apr 2013

Financial Advisor And Branch Manager - Canberra Office

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.

Oct 2008 - Sep 2010

Senior Financial Adviser

Dixon Advisory
Aug 2004 - Sep 2008

Compliance And Credit Manager

Australian Office Of Financial Management

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

2003 - 2004 ~1 yr

Audit Supervisor

1993 - 1996 ~3 yrs
Team & coworkers

Colleagues at Shaw and Partners

Other employees you can reach at shawandpartners.com.au. View company contacts for 308 employees →

6 education records

Richard Taylor education

Certified Financial Planner, Financial Planning

Financial Planning Association Of Australia

Chartered Accountant, Accounting, Taxation

The Institute Of Chartered Accountants In Australia

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

Grad Dip In Finanical Planning, Financial Planning

Finsia

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

Finsia

Education record

Radford College
FAQ

Frequently asked questions about Richard Taylor

Quick answers generated from the profile data available on this page.

What company does Richard Taylor work for?

Richard Taylor works for Shaw and Partners.

What is Richard Taylor's role at Shaw and Partners?

Richard Taylor is listed as Senior Private Wealth Adviser at Shaw and Partners.

What is Richard Taylor's email address?

AeroLeads has found 1 work email signal at @hsbc.com.au for Richard Taylor at Shaw and Partners.

Where is Richard Taylor based?

Richard Taylor is based in Canberra, Australian Capital Territory, Australia while working with Shaw and Partners.

What companies has Richard Taylor worked for?

Richard Taylor has worked for Shaw And Partners, Wilsons, Elston, Hsbc Bank Australia, and Ord Minnett.

Who are Richard Taylor's colleagues at Shaw and Partners?

Richard Taylor's colleagues at Shaw and Partners include Peter Willett, Ross Love, Cmt, Cfte, Fraser Macleod, Karl Laufmann, and Nicole Vlahakis.

How can I contact Richard Taylor?

You can use AeroLeads to view verified contact signals for Richard Taylor at Shaw and Partners, including work email, phone, and LinkedIn data when available.

What schools did Richard Taylor attend?

Richard Taylor holds Certified Financial Planner, Financial Planning from Financial Planning Association Of Australia.

What skills is Richard Taylor known for?

Richard Taylor is listed with skills including Investments, Retirement Planning, Investment Strategies, Portfolio Management, Strategic Financial Planning, Financial Advisory, Financial Services, and Wealth.

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