Tayla Morris

Financial Planner at Rowland Financial Advisory
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Contact Information
us****@****om
(386) 825-5501
Location
AU

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Credentials

  • Certificate of Business 1, 2 and 3
    -

Experience

  • Rowland Financial Advisory
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Dec 2022 - Present

    • Paraplanner
      • Dec 2020 - Jan 2023

  • Padua Financial Group
    • Paraplanner
      • Mar 2020 - Aug 2020

      SOA's providing advice covering areas such as superannuation, SMSFs, wealth creation, personal insurance, estate planning, cashflow and more. SOA's providing advice covering areas such as superannuation, SMSFs, wealth creation, personal insurance, estate planning, cashflow and more.

  • Bread & Barrels Accountants and Advisers
    • Australia
    • Financial Services
    • Associate Adviser
      • Jan 2020 - Mar 2020
  • Astute Financial Management
    • Australia
    • Financial Services
    • 100 - 200 Employee
    • Paraplanner
      • Sep 2014 - Jan 2020

      Client liaison, preparation of client files prior to appointments, quotes and comparisons for risk, implementation of investment, superannuation and risk once the SOA has been presented. General administration and personal assistant tasks. Client liaison, preparation of client files prior to appointments, quotes and comparisons for risk, implementation of investment, superannuation and risk once the SOA has been presented. General administration and personal assistant tasks.

  • PWA Financial Group Pty Ltd
    • Client Service Officer
      • Sep 2012 - Feb 2014
  • McDonald's Corporation
    • Food and Beverage Services
    • 1 - 100 Employee
    • McCafe Barista
      • Aug 2010 - Sep 2012

Education

  • University of the Sunshine Coast
    Bachelor of Business, Accounting and Business/Management
    2012 - 2021
  • University of the Sunshine Coast
    Bachelor of Commerce - BCom, Financial Planning
    2012 - 2018
  • Maroochydore High School
    Queensland Certificate of Education
    2007 - 2011

Community

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