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Guy Taylor - Wealth Adviser
Tel:
+61 7 3237 5943
Brisbane

Areas of expertise

  • Investment and wealth creation
  • Strategic investment and wealth creation strategies

Guy Taylor BDO Australia

Wealth Adviser

Guy has worked in the financial services industry since completion of his university studies in 2006. Since that time he has gained extensive knowledge and experience working with a diverse range of clients, including young professionals, business owners, corporate executives and medical specialists. His focus is on assisting high net wealth individuals and their families to maximise their situations.

He can provide personalised strategic advice to clients on wealth creation, debt management and retirement planning strategies, including investment portfolio construction, tax minimisation, Self Managed Superannuation Funds, risk management (insurance) and estate planning.

His experience and personable nature enable him to work with his clients to achieve their desired financial objectives whilst incorporating their lifestyle goals, personal ambitions, and attitudes to risk. This approach provides a unique client experience to the overall financial planning process.

Key assignments

Qualifications & memberships

  • Bachelor of Business (Management)
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