When Jacie Taylor of Periapt Advisory joined the Association in January 2017 (then called Independent Financial Advisers Association of Australia) she was South Australia’s first member and is now classified as a Founding Member of the Profession of Independent Financial Advisers.
Jacie holds a Masters in Applied Finance (with Distinction), the highest education qualification financial advisors have in Australia. She is a referred adviser by the Australian Defence Force, and is also both an Accredited Aged Care Professional and an SMSF Specialist Advisor.
Periapt Advisory is a professional, independent advisory, focussed on helping you create the life you want. Please get in touch to see if we are what you are looking for.