Monica Maria Tatton
Financial Adviser in Baulkham Hills, New South Wales, Australia
Review Monica Maria Tatton
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000336496
- Location
- Baulkham Hills NSW 2153
- Licensee
- GPS Wealth Ltd (AFSL 254544)
- Authorised since
- 28 June 2024
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce, University of Western Sydney (2000); Chartered Accountant, Chartered Accountants Australia and New Zealand (2002); Diploma of Financial Services (Financial Planning), Mentor Education (2008); Self Managed Superannuation Funds, Kaplan (2009); Margin Lending and Geared Investments, Kaplan (2010)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 Monica Maria Tatton
Monica Maria Tatton is a financial adviser in Baulkham Hills, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000336496.
Advice is given under the Australian financial services licence of GPS Wealth Ltd, licence number 254544. That authorisation dates from 28 June 2024.
According to the register, Monica first provided financial advice in 2009. The qualifications listed for Monica include Bachelor of Commerce (University of Western Sydney, 2000), Chartered Accountant (Chartered Accountants Australia and New Zealand, 2002) and Diploma of Financial Services (Financial Planning) (Mentor Education, 2008). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
Monica 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.
Reviews
Nobody has reviewed Monica Maria Tatton here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Monica Maria Tatton a registered financial adviser?
Yes. Monica Maria Tatton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000336496.
Which licensee does Monica Maria Tatton work under?
GPS Wealth Ltd, Australian financial services licence 254544.
What can Monica Maria Tatton 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.