John Tatterson Financial Planner Report

Name:
John Kaye Tatterson

Rep Number:
000231039

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2003-07-21 onwards

Location:
Croydon, Melbourne, VIC, 3136

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
The University of Melbourne
Bachelor of Commerce
Financial Planning Association of Australia (FPA)
Certified Financial Planner (CFP)
Deakin University
Diploma Financial Planning (DFP)
Savings Factory
Listed Product Accreditation Course
Kaplan Professional
Self Managed Super Funds

Memberships
Financial Planning Association of Australia (FPA)