John Kaye Tatterson
Financial Adviser in Croydon South, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231039
- Location
- Croydon South VIC 3136
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 30 June 2021
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, University of Melbourne (2000); 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2004); ASX Listed Products Accreditation Course, Savings Factory (2004); 5 Unit CFP Certification Program, Financial Planning Association of Australia (FPA) (2007); Self Managed Superannuation Funds, Kaplan Professional (2007); Margin Lending and Geared Investments, Kaplan Professional (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Accredited Aged Care Professional, Aged Care Steps (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About John Kaye Tatterson
John Kaye Tatterson is a financial adviser in Croydon South, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000231039.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. That authorisation dates from 30 June 2021.
According to the register, John first provided financial advice in 2004. The qualifications listed for John include Bachelor of Commerce (University of Melbourne, 2000), 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2004) and ASX Listed Products Accreditation Course (Savings Factory, 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
John is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is John Kaye Tatterson a registered financial adviser?
Yes. John Kaye Tatterson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231039.
Which licensee does John Kaye Tatterson work under?
Count Financial Limited, Australian financial services licence 227232.
What can John Kaye Tatterson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.