Elizabeth Hatton
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001233060
- Location
- Melbourne VIC 3000
- Licensee
- Cobalt Advisers Pty Ltd (AFSL 512550)
- Authorised since
- 17 November 2020
- First provided advice
- 2015
- Qualifications
- Master of Practising Accounting, Monash University (2008); Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Advanced Diploma of Financial Planning, Mentor Education (2016); TASA 2009 and the Code of Professional Conduct, The Tax Institute (2017); Accredited Listed Product Adviser Program (ALPA), Kaplan Professional (2018); Self Managed Superannuation Funds, Kaplan Professional (2018); MAI769 Ethics for Financial Services (Intensive), Deakin University (2020)
- Memberships
- Responsible Investment Association of Victoria
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Elizabeth Hatton
On the Financial Advisers Register kept by ASIC, Elizabeth Hatton appears as a current financial adviser in Melbourne, Victoria, adviser number 001233060.
Elizabeth provides advice as an authorised representative of Cobalt Advisers Pty Ltd, which holds Australian financial services licence 512550. That authorisation dates from 17 November 2020.
According to the register, Elizabeth first provided financial advice in 2015. Qualifications and training on file include Master of Practising Accounting (Monash University, 2008), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and Advanced Diploma of Financial Planning (Mentor Education, 2016). Elizabeth is recorded as a member of Responsible Investment Association of Victoria.
Elizabeth is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Elizabeth Hatton a registered financial adviser?
Yes. Elizabeth Hatton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001233060.
Which licensee does Elizabeth Hatton work under?
Cobalt Advisers Pty Ltd, Australian financial services licence 512550.
What can Elizabeth Hatton give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.