Deborah-Ann Batson
Financial Adviser
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About
Deborah-Ann Batson is an ASIC-registered financial adviser dedicated to helping individuals and families in Mornington and across Victoria achieve their financial goals. With a strong educational foundation, including a Bachelor of Commerce from the University of Wollongong and a Bachelor of Business (Financial Planning) from RMIT University, Deborah-Ann possesses the knowledge and expertise to provide comprehensive and tailored financial advice. Deborah-Ann enhances her qualifications with specialist training, including certifications in Self Managed Superannuation Funds and Estate Planning from Kaplan Professional, and SMSF Specialist Advisor (SSA) accreditation from the SMSF Association. As a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, she adheres to the highest ethical and professional standards. Authorised to advise on a comprehensive range of financial products, Deborah-Ann can assist you with superannuation advice, insurance solutions, wealth management strategies, and retirement planning. She is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • SMSF advice • Estate planning Ready to take control of your financial future? Contact Deborah-Ann Batson today for a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Deborah-Ann Batson offer?
Deborah-Ann Batson provides advice on superannuation, retirement planning, wealth management, insurance, and SMSFs. She can help you create a tailored financial plan to achieve your goals.
What qualifications does Deborah-Ann Batson have?
Deborah-Ann holds a Bachelor of Commerce from the University of Wollongong, a Bachelor of Business (Financial Planning) from RMIT University, and specialist certifications in Self Managed Superannuation Funds and Estate Planning. She is also an SMSF Specialist Advisor (SSA).
What can I expect during my first meeting with Deborah-Ann?
During your initial consultation, Deborah-Ann 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 discuss the next steps.
How does Deborah-Ann Batson stay up-to-date with the latest financial regulations?
Deborah-Ann is committed to ongoing professional development and regularly attends industry events and training sessions to stay informed about the latest changes in financial regulations and best practices.
Is Deborah-Ann Batson a member of any professional organizations?
Yes, Deborah-Ann is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, demonstrating her commitment to upholding high professional standards.
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