Guy Taylor

Executive summary

Guy is a Partner in BDO’s Private Wealth team in Brisbane. With over 17 years’ financial planning experience, he brings vast knowledge to the team and offers professional strategic advice to clients to ensure their best interests are met.

Guy’s focus is on assisting high net worth individuals and their families with complex situations. He leads a team of highly qualified advisers, working with a diverse range of clients. Working closely with accountants and solicitors, they work as a team to find end-to-end solutions to meet every client need and add significant value to their situation.

Guy joined BDO in 2007, and was made Partner in 2017.

Expertise

• Personal financial advice
• Asset structuring and tax planning
• Retirement planning
• Superannuation advice (including self-managed superannuation funds)
• Asset allocation and strategic investment advice
• Investment ideas and asset selection
• Ongoing portfolio management
• Succession and estate planning

Experience

• Assisting with formulating investment strategy documents for a not-for-profit (NFP) organisation, as well as managing multiple NFP investment portfolios
• Working with foundations to develop strategic investment plans to ensure long-term viability.

Qualifications and affiliations

• Bachelor of Business (Management)
• Diploma of Financial Planning
• Advanced Diploma of Financial Planning
• Certified Financial Planner (CFP)
• Justice of the Peace (Qualified)
• Member, Financial Advice Association of Australia Limited
• Affiliate Member, CA ANZ

Professional engagements and activities

• Director, Cystic Fibrosis Research Ltd, July 2015 to current
• Director, Diwa Zambesi Conservation Fund, July 2016 to current