Monica Tatton
Financial Adviser
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About
Monica Tatton is an ASIC-registered financial adviser based in Baulkham Hills, NSW, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Commerce from the University of Western Sydney (2000), Monica further cemented her expertise by becoming a Chartered Accountant with Chartered Accountants Australia and New Zealand (CA ANZ) in 2002. Her commitment to financial planning led her to obtain a Diploma of Financial Services (Financial Planning) from Mentor Education in 2008, followed by specialist training in Self Managed Superannuation Funds and Margin Lending and Geared Investments from Kaplan. As an authorized financial adviser, Monica provides comprehensive advice across a range of financial products. This includes superannuation, insurance, wealth management, and retirement planning, as well as investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. She is passionate about empowering her clients to make informed decisions and secure their financial future. Key services include: • Superannuation advice and SMSF strategies • Comprehensive insurance solutions • Strategic wealth management and investment advice • Tailored retirement planning Monica's membership with Chartered Accountants Australia and New Zealand (CA ANZ) underscores her commitment to upholding the highest ethical and professional standards. If you're seeking personalized financial advice to navigate your financial journey, contact Monica today to arrange a consultation.
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Frequently Asked Questions
What types of clients does Monica Tatton typically work with?
Monica works with a diverse range of clients, including individuals and families seeking to build wealth, plan for retirement, and protect their assets. She also provides specialist advice to self-managed superannuation funds (SMSFs).
What are Monica Tatton's qualifications and how do they benefit me?
Monica holds a Bachelor of Commerce, is a Chartered Accountant with CA ANZ, and has a Diploma of Financial Services (Financial Planning). This extensive training ensures she provides well-informed and ethical financial advice tailored to your specific needs.
What is the first step in working with Monica Tatton?
The first step is to schedule an initial consultation. This allows Monica to understand your financial situation, goals, and concerns, and to discuss how she can help you achieve your objectives.
How does Monica Tatton tailor her advice to my specific needs?
Monica takes a holistic approach to financial planning, taking the time to understand your individual circumstances, risk tolerance, and long-term goals. She then develops a personalized strategy to help you achieve your financial aspirations.
What ongoing support can I expect after receiving initial advice from Monica?
Monica provides ongoing support and regular reviews to ensure your financial plan remains aligned with your changing needs and goals. She is committed to building long-term relationships with her clients and providing continuous guidance throughout their financial journey.
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