Guy Taylor

Partner, Private Wealth

Private Wealth

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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.