Latitia Fraser
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Latitia Fraser is an ASIC-registered financial adviser dedicated to helping clients in Ballarat Central and beyond achieve their financial goals. Latitia holds a Bachelor of Business (Accounting & Financial Planning) from Swinbourne University of Technology, completed in 2024, providing her with a strong foundation in financial principles and practices. Latitia is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows her to create tailored strategies that address each client's unique needs and circumstances. She is also equipped to provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Latitia is committed to providing clear, straightforward advice, empowering her clients to make informed decisions about their financial future. Her approach is built on building long-term relationships based on trust and mutual understanding. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Latitia today to schedule a consultation and discover how she can help you achieve your goals.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Latitia Fraser offer?
Latitia is authorized to provide advice on a range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Latitia have?
Latitia holds a Bachelor of Business (Accounting & Financial Planning) from Swinbourne University of Technology, completed in 2024.
What can I expect during my first meeting with Latitia?
During your initial consultation, Latitia will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then outline how she can help you achieve your objectives and answer any questions you may have.
How does Latitia Fraser develop a financial plan for her clients?
Latitia develops personalized financial plans based on a thorough understanding of each client's unique needs and circumstances. She takes into account their financial goals, risk tolerance, and time horizon to create a tailored strategy.
What is the process for becoming a client of Latitia?
The first step is to schedule an initial consultation. During this meeting, you'll discuss your financial goals and needs. If you decide to proceed, Latitia will develop a personalized financial plan and work with you to implement it.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.