Aimee Taylor

She has been a registered financial adviser since 2014, giving her more than a decade on the ASIC Financial Advisers Register, and she specialises in self-managed super funds, pre-retirement planning and risk insurance strategy.

Aimee's career has covered both sides of the advice process. She advised at AGS Financial Group and Yellow Brick Road, then spent two and a half years as a Compliance Officer at the SMSF Advisers Network, reviewing advice for technical and regulatory soundness. She returned to client-facing advice at Planning For Wealth from 2020 to 2024 before joining Vista Financial Group in April 2024. The compliance experience is a genuine differentiator: she has assessed SMSF advice from the regulator's side of the desk, and she brings that rigour to her own strategies.

She holds a Graduate Diploma of Financial Planning from Kaplan Higher Education, is accredited in self-managed superannuation funds and margin lending, and is one of the Vista advisers authorised to advise on standard margin lending facilities.

Her reason for joining the profession is personal. Aimee grew up watching her mother manage single parenthood and financial instability, and that shaped a practice built on helping people take control of their finances early and avoid the same uncertainty.