MONICA MARIA TATTON
Financial Adviser · Baulkham Hills, NSW
📚 Qualifications & Training
2000 - Bachelor of Commerce - Accounting - - University of Western Sydney
2002 - Chartered Accountant - - Chartered Accountants Australia and New Zealand
2008 - Diploma of Financial Services (Financial Planning) - - Mentor Education
2009 - Self Managed Superannuation Funds - - Kaplan
2010 - Margin Lending and Geared Investments - - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
ℹ️ 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.