Taylor Mifsud – Financial Adviser
“I love the extreme focus Invest Blue has on client care and helping clients live their best possible life. In an industry which is unfortunately dominated by sales and product advice, I am so grateful to have found a company who shares the same values and focus for client experience that I do.“
Taylor joined Invest Blue in 2018 as a Financial Planner. Before joining Invest Blue, Taylor spent two years working for an industry fund specialising in superannuation and retirement advice.
Working in the financial planning industry, Taylor has the pleasure of really getting to know and understand her clients. She feels honoured to be a part of their journey, both in life and on their path to financial freedom.
Taylor is passionate about empowering her clients to make well informed financial decisions and breaking down the confusing financial planning terminology.
Outside of work, Taylor enjoys traveling and seeing what this beautiful earth has to offer. She also enjoys entertaining friends and family.
Areas of Specialisation
- Wealth Creation Strategies
- Debt and Cashflow Strategies
- Risk Advice (Insurance)
- Superannuation Accumulation
- Retirement Planning
Qualifications
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
- Graduate Diploma of Financial Planning
- Justice of the Peace
- Most Trusted Adviser 2023
