Financial Adviser
· CROYDON SOUTH, VIC
John Kaye Tatterson
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231039
John Kaye Tatterson is a financial adviser based in Croydon South, Victoria, with 22 years of experience in the financial services industry. John is currently authorised under Count Financial Limited. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA). John is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce
University of Melbourne
2004
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2004
ASX Listed Products Accreditation Course
Savings Factory
2007
5 Unit CFP Certification Program
Financial Planning Association of Australia (FPA)
2007
Self Managed Superannuation Funds
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Accredited Aged Care Professional
Aged Care Steps
Registration History
Source: ASIC Financial Advisers Register