Allan Taylor

Financial Planner

Allan helps people to reach their goals for example achieving a comfortable retirement, protecting the family from financial hardship and generally helps people make considered and informed decisions to improve their financial wellbeing.

He works with his clients in a collaborative manner helping them set realistic goals and then assists them in achieving their goals by providing a structured approach as well as acting as a financial coach and a sounding board for ideas.

Allan spends a great deal of time listening to his clients and taking into account their feelings, thoughts and emotions in the advice he provides. This leads to better outcomes that are more likely to succeed. Allan understands that each client is different and requires advice that suits their specific needs. It’s never a case of one size fits all.

Allan deals with all age groups and types of clients that range from people with young families through to retirees. He helps people protect their family from financial hardship and helps people who want to accumulate a sum of money for the future and people planning and beginning their retirement and those entering age care for the first time. Most of all he provides support to help his clients when they need it and guides them to better financial outcomes.

Allan specialises in helping people who are approaching retirement, entering retirement or in retirement to make the most of superannuation and other investments. As wells as helping Self-Managed Super Fund members and those requiring insurance advice. Investment management is another specialist area Allan focuses on.

Allan worked for seventeen years for a large financial institution specialising in providing superannuation, pension and investment products. From there he moved onto advising clients directly and has been doing so for the last eighteen years.

allan

T: 08 8431 0022
E: allan@kmtpartners.com.au

Areas of expertise

  • Financial Planning
  • Managing investment portfolios
  • Superannuation
  • Investment advice
  • Self-Managed Super Funds
  • Retirement planning
  • Age Care advice
  • Life, TPD. Trauma and Income Protection insurance advice

Qualifications

  • University of Adelaide Self-Managed Super Fund course
  • Accredited Age Care Professional
  • Advanced Financial Planning – Estate Planning
  • Advanced Financial Planning – Taxation
  • Accredited Self-Managed Super Fund specialist
  • ASX Accredited Listed Product Adviser
  • FINSIA – Diploma of Financial Services (Financial Planning)
  • Chartered Insurance Institute -Advanced Financial Planning Certificate Taxation and Trust
  • Chartered Insurance Institute -Advanced Financial Planning Certificate Pensions
  • Chartered Insurance Institute –Financial Planning Certificate

Affiliations

  • Associate member of the Self-Managed Super Fund Association
  • Associate member of FINSIA
  • Associate member of the Financial Planning Association