John Tatterson

Financial Adviser

ASIC adviser number:

000231039

Qualifications and training:

2000, Bachelor of Commerce, Bachelor Degree (AQF 7), University of Melbourne
2004, 8 Unit Diploma of Financial Planning, Advanced Diploma (AQF 6), Financial Planning Association of Australia (FPA)
2004, ASX Listed Products Accreditation Course, Other, Savings Factory
2007, 5 Unit CFP Certification Program, Professional Designations, Financial Planning Association of Australia (FPA)
2007, Self Managed Superannuation Funds, Other, Kaplan Professional
2010, Margin Lending and Geared Investments, Other, Kaplan Professional
2020, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education
2022, Accredited Aged Care Professional, Other, Aged Care Steps

When adviser first provided advice:

2004

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

6 / 1 Sigma Dr
Croydon South VIC 3136

AFS licence holder name:

Count Financial Limited

AFS licence number:

000227232

Licence controlled by:

Count Limited ~ Count Member Firm Pty Ltd ~ Commonwealth Bank Of Australia [Date Ceased: 01/10/2019]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».