Meet the team

John Tatterson, Authorised Representative CFP®, BCom, Dip. FP

John is a principal Financial Adviser and Managing Director of ASA Financial Advisers Pty Ltd. His primary role is to provide clients with advice and strategies to help them achieve their lifestyle and financial goals. As Managing Director John is responsible for the day to day operational management of the Practice.

John is a fully qualified adviser having completed a Bachelor of Commerce (University of Melbourne), a Diploma of Financial Planning, ASX Listed Products Accreditation, Margin Lending and Geared Investments accreditation, Self Managed Superannuation Fund accreditation and has achieved the CERTIFIED FINANCIAL PLANNER™ designation.

John has over 10 years experience in the Financial Planning industry.

Download John’s Financial Services Guide and Adviser Profile.

Paul McPhee, Paraplanner B.Bus (Financial Planning), Dip. FS

Paul is responsible for providing technical support, financial planning recommendations and research into individually tailored strategies.  Paul’s main responsibility is the preparation of comprehensive Statements of Advice and Records of Advice as part of our ongoing service provision.  Paul also helps with the completion of technical projections, applications and the implementation of recommendations.

Paul has completed a Bachelor of Business majoring in Financial Planning, a Diploma of Financial Services and is part way through the Advanced Diploma of Financial Services.

Lauren Booth, Paraplanner Dip. FS, ADFS (FP)

Lauren is responsible for providing technical support, financial planning recommendations and research into individually tailored strategies. Lauren’s main responsibility is the preparation of comprehensive Statements of Advice and Records of Advice as part of our ongoing service provision. Lauren also helps with the completion of technical projections, applications  and the implementation of recommendations.

Lauren has completed a Diploma of Financial Services and Advanced Diploma of Financial Services. Lauren has over 7 years experience in the Financial Planning industry.

Julie Van Ruth, Client Services

Julie’s role is to look after our client’s administration and service needs. Julie helps in the delivery of our Client Value Proposition ensuring our client’s needs and objectives are met. As part of Julie’s role, she works closely with Centrelink, Fund Managers, Insurance Companies and other related organisations.

Liz Shegog, Bookkeeper & Accounts

Liz assists with client administration and paraplanning. Her role is to assist in the completion of Records of Advice as well as help deliver our Client Value Propositions.

Liz’s role is to record financial transactions for the branch, providing operational and accounting reports for the Managing Director and payroll for staff. Liz has been involved with ASA Financial Advisers for over 10 years.

To contact the ASA Financial Advisers team, please call 03 9890 4055 today!