Our Team

At Mortgage Choice Financial Planning in Canterbury, Camberwell and Wantirna we have an experienced and friendly team that is ready to help you achieve your financial goals. Our team can assist you with your financial planning needs and secure your lifestyle and assets with comprehensive insurance solutions.


David Taylor
David Taylor
AR no: 000241961

I have been a Financial Adviser since 2002, having worked in the financial services industry since 2000.

My focus is working with those looking to lay the foundations for a quality lifestyle and achieve personal goals. I work with clients who want to know how to make the most of their income, who want to build and protect their wealth (both inside and outside of superannuation) and ensure they are getting the most out of retirement.

I look forward to meeting you!

 

Professional qualifications

  • Diploma of Financial Planning

Financial services guide


Meg Barr
Meg Barr

I will probably be your first point of contact at Mortgage Choice Financial Planning with a friendly call or email to  organise your initial appointment.

I love coffee & markets and two of my favourite local things to do is a daily coffee at Tonto Cafe in Canterbury Road plus hanging out at the Camberwell Market on the weekends with my teenage daughters.

I look forward to answering any of your questions and organising your appointment with David soon.

Email Meg


Contact us today.


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