Anne Taylor


Summation Strategies was founded by Anne Taylor in order to be able to provide high quality financial advice to those that need it without any conflict of interest and to be able to focus on strategic recommendations rather than making financial product sales.

Strictly fee for service, Summation Strategies do not accept any incentives or commissions from financial institutions, nor do we charge percentage based fees. We will not recommend that you change any of your existing accounts or policies unless there is a real long term benefit to you in doing so.

Anne understands that every person’s situation and preferences are unique and is skilled in devising financial strategies that meet individual needs. She believes that everyone can benefit from being more in control of their financial situation and having a plan in place. She is an avid reader and researcher of all things to do with personal and small business finance and is constantly looking for new ways in which she can help her clients.

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Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:



Bachelor of Business, Bachelor of Laws
Diploma of Financial Planning

Financial Adviser Since:


Providing Responsible Investment Advice Since:


  • Superannuation and Retirement Planning
  • Investments/Managed Funds

Bendigo Bank Smart Options super and investment includes: Australian Ethical Australian Shares Fund (Wholesale) – AUG0018AU

  • Australian Ethical Australian Shares Fund
  • Australian Ethical Balanced Fund
  • Australian Ethical Diversified Shares Fund (Wholesale)
  • CFS FirstChoice Wholesale
  • Generation Wholesale Global Share
  • BT Wholesale Property Securities Fund
  • Australian Unity Funds Management Ltd – Altius Sustainable Bond Fund
  • Bendigo Bank Cash Account
  • Perpetual Wholesale Ethical SRI Fund

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DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: Anne Taylor


Phone: 0414 603 609


Address: PO Box 171 Ivanhoe, Vic 3079