Monica Tatton Financial Planner Report

Name:
Monica Maria Tatton

Rep Number:
000336496

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2011-12-21 onwards

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

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
University of Western Sydney
Bachelor of Commerce - Accounting
Chartered Accountants Australia and New Zealand
Chartered Accountant
Mentor Education
Diploma of Financial Services (Financial Planning)
Kaplan
Margin Lending and Geared Investments
Kaplan
Self Managed Superannuation Funds

Memberships
Chartered Accountants Australia and New Zealand (CA)