-BCom, Grad Dip FP(FINSIA), CFP® Financial Adviser
Vandana tater has gained over 16 years of experience in the Australian financial services industry working with some leading financial institutions in various roles. She has been working as a trusted financial advisor since last 9 years advising clients on wealth accumulation strategies including superannuation, investments, managed funds, pre-retirement and retirement planning, retirement income (annuities, pension & Centrelink) and debt management. She also specialises in wealth protection strategies such as personal insurances (life, disability, trauma & income protection) and estate planning.
Vandana’s strengths include her ability to connect well with her clients and to make them feel understood and well looked after. She works collaboratively with her clients to develop a plan of action meeting their unique needs. Maintaining a strong moral approach in her work, Vandana ensures every advice she provides to her clients is in their best interest.Certified Financial Planner CFP®
Grad Dip in Financial Planning (FINSIA))
Bachelors in Commerce (Accounting major)
Diploma in Financial Services & Investment management
Accredited listed product adviser (ASX)
Financial Planning Association Australia (FPA)
Tax Practitioners Board (tax financial adviser)