Monica Maria Tatton – Financial Adviser

Adviser identifying number: 336496
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: MERIT WEALTH PTY LTD
Licence number: 409361
Licensee’s ABN: 89125557002
Licence controlled by: EASTON INVESTMENTS LIMITED

The date the Financial Adviser commenced the appointment: 21/12/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIT WEALTH PTY LTD
Authorised Representative identifying number: 409361
Authorised Representative’s ABN: 89125557002

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

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

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Monica Maria Tatton is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility