Our team

David Taylor

Financial Planner, Director

I have worked in the Financial Services Industry since 2006 in a broad range of specialised advice, financial planning and customer service positions.

As my clients are aware, I am very passionate about financial planning. I genuinely love my job. Assisting clients to fulfil their dreams is extremely satisfying.

I enjoy building ongoing relationships with clients to gain a thorough understanding of their current situation, specific needs and objectives. I believe that personalized service is essential when matching clients with the right financial strategies, services and products.

Working in partnership with my clients, I have been able to present and monitor appropriate solutions enabling them to achieve their financial and lifestyle goals. I am dedicated to learning about your personal goals and taking that to build a financial plan focused on achieving your specific needs.

Away from work I love being with my family and friends, enjoy watching all sports particularly AFL following the Melbourne Football Club and any holiday is a good holiday.

Qualifications (Finance related)
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • Certificate III in Financial Services (General Insurance)
Professional memberships
  • FPA - Financial Planning Association
  • AFCA – Australian Financial Complaints Authority
  • TPB – Tax Practitioners Board
Professional designations
  • Financial Planner AFP (FPA)


Ildiko Homoki

Client Services Manager

Born in Budapest Hungary, Ildi was a co-owner of an Accounting and Bookkeeping business for 7 years. She since moved to Melbourne Australia in 2011 where she completed her Bachelor of Accounting degree and is currently studying her Diploma of Financial Services (Financial Planning).

Ildi is an employee of Taylored Advice Pty Ltd and has worked in the Financial Planning industry since 2014. Ildi’s attention to detail is impeccable. Her focus is our client’s satisfaction.

Ildi assists with client queries and manages the new business and review process ensuring it is completed satisfactorily, enabling us to maintain our high level of client service.

Away from work Ildi loves to spend time with her two beautiful sons, reading and watching movies and of course holidays with her family.