John Tatterson
Financial Adviser
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About
John Tatterson is an ASIC-registered financial adviser dedicated to helping individuals and families in Croydon South, VIC, and beyond, achieve their financial goals. With a Bachelor of Commerce from the University of Melbourne and a Diploma of Financial Planning from the FPA Australia, John has built a strong foundation of knowledge and expertise over two decades. His commitment to ongoing professional development is evident through his CFP certification, SMSF accreditation, and specialized training in margin lending, geared investments, ethics, and aged care. As a member of the Financial Advice Association of Australia (FAAA), John adheres to the highest ethical and professional standards. John is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, John is here to help. Contact John Tatterson today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does John Tatterson offer?
John Tatterson provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does John Tatterson have?
John Tatterson holds a Bachelor of Commerce, a Diploma of Financial Planning, CFP certification, and accreditations in SMSF, margin lending, ethics, and aged care. He is also a member of the Financial Advice Association of Australia (FAAA).
How does John Tatterson approach financial planning?
John takes a client-centered approach, focusing on understanding your individual needs and goals to develop a tailored financial plan. He will guide you through each step of the process, ensuring you are informed and empowered to make sound financial decisions.
What can I expect during my first meeting with John Tatterson?
During your first meeting, John will discuss your current financial situation, your goals, and your risk tolerance. He will explain his services and how he can help you achieve your financial objectives. This initial consultation is an opportunity for you to get to know John and determine if he is the right financial advisor for you.
Does John Tatterson specialize in advice for Self Managed Superannuation Funds (SMSFs)?
Yes, John Tatterson has specialist accreditation in Self Managed Superannuation Funds (SMSFs).
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