Jake Mathew Taylor
STERLING GRANGE FINANCIAL PLANNING PTY LTD · Toorak VIC 3142 · Advising since 2017
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001251586
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SPARK ADVISORS AUSTRALIA PTY LTD · AFSL 380552Through authorised representative STERLING GRANGE FINANCIAL PLANNING PTY LTD (no. 001292059)Since 24 March 2023
- Principal business address
- Toorak VIC 3142
- First year providing advice
- 2017
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CEASEDMay 2023 – Jun 2024AXIES PTY. LTD. · AFSL 339384Through authorised representative STERLING GRANGE FINANCIAL PLANNING PTY LTD (no. 001292059)
- CURRENTMar 2023 – presentSPARK ADVISORS AUSTRALIA PTY LTD · AFSL 380552Through authorised representative STERLING GRANGE FINANCIAL PLANNING PTY LTD (no. 001292059)
- CEASEDJun 2019 – May 2023AXIES PTY. LTD. · AFSL 339384Through authorised representative JMT WEALTH MANAGEMENT PTY LTD (no. 001276259)
- CEASEDDec 2018 – Jun 2019MYPLANNER PROFESSIONAL SERVICES PTY LTD · AFSL 425542
- CEASEDApr 2018 – Dec 2018EVERMORE MONEY MANAGEMENT PTY LTD · AFSL 401712
- CEASEDFeb 2017 – Apr 2018RSM FINANCIAL SERVICES AUSTRALIA PTY LTD · AFSL 238282
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2025 · Bridging Course - Ethics
Margin Lending Specialist
Kaplan · 2022 · Other
Self Managed Superannuation
Terra Cordis · 2018
Master of Financial Planning
Kaplan Professional · 2016 · Masters Degree (AQF 9)
Graduate Diploma of Financial Planning
Kaplan · 2014
Bachelor of Commerce (Finance and Financial Planning)
Deakin University · 2009
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Jake Mathew Taylor claims the profile.
Reviews
Not yet reviewed
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Contacting Jake Mathew Taylor
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
STERLING GRANGE FINANCIAL PLANNING PTY LTD
Authorised by SPARK ADVISORS AUSTRALIA PTY LTD · AFSL 380552
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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