JOHN KAYE TATTERSON
Financial Adviser Ā· Croydon South, VIC
š Qualifications & Training
2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2004 - 8 Unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2004 - ASX Listed Products Accreditation Course - Other - Savings Factory
2007 - 5 Unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia (FPA)
2007 - Self Managed Superannuation Funds - Other - Kaplan Professional
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - Accredited Aged Care Professional - Other - Aged Care Steps
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.