Elizabeth Hatton has worked in the financial services industry since 2008 and has a special interest in tax planning, and sustainable and ethical investments.
She is committed and passionate in providing financial advice to help clients manage their finances and make financial decisions with confidence.
Elizabeth Hatton is a Sub-Authorised Representative of Viva Financial Advice Pty Ltd (Corporate Authorised Representative No. 1233061. Authorised Representative No. 1233060), trading as Viva Financial Planning.
Elizabeth Hatton holds a Master of Practising Accounting, Advanced Diploma of Financial Planning, is registered as Tax Financial Adviser (TPB) and meets the competency requirements under ASIC’s Regulatory Guide RG 146.
Elizabeth Hatton is a member of Responsible Investment Association of Australia and abides by their code of professional conduct and ethics.
Elizabeth Hatton is authorised to provide advice and deal in the following financial products:
Life Products including Investment Life Insurance Products & Life Risk Insurance Products;
Interests in Managed Investment Schemes including Investor Directed Portfolio Services;
Deposit & Payment Products;
Retirement Savings Accounts (“RSA”) products;
Debentures, Stocks or Bonds issued or proposed to be issued by a Government;
Self Managed Superannuation Funds;
Viva Financial Planning Advice Fees and Charges
Elizabeth Hatton will be paid by Financial Planning Advice Fees as described in the Financial Services Guide. The amount of the benefit and how it is calculated will be advised to you during your initial meeting.
Elizabeth may charge an initial consultation fee .The purpose of the initial consultation is to gather information, discuss your current financial situation, and objectives and provide an explanation of our financial planning process. There is no further financial obligation than this stage should you wish to not proceed. You will be notified of the costs involved prior to the consultation.
Elizabeth Hatton’s fee for the preparation of a Statement of Advice and other Advice documents will vary depending on the complexity involved and the time taken. You will be notified of the costs involved prior to the commencement of any work.
Elizabeth provides the option of ongoing reporting and advisory services. You will be notified of the time involved prior to the commencement of any work if applicable.
Viva Financial Advice Pty Ltd pays a fixed licensing fee to Capstone Financial Planning Pty Ltd and will receive all revenue earned from the financial services provided to you. Elizabeth is a Director of Viva Financial Advice Pty Ltd and will receive a salary/benefit from this company.
Other Benefits Elizabeth Hatton May Receive
From time to time Elizabeth may be invited to social or sporting events and receive the occasional gift such as a bottle of wine or hamper on special occasions. These non-cash benefits will have a value of less than $300. A register listing the details of any non-cash benefits between $100 and $300 is maintained. These invitations and gifts do not influence the advice provided to you. If you would like more information you can request a copy of the register.