Australian Wealth Advisers in Melbourne, Victoria, Australia | Lawyer & law firm

Australian Wealth Advisers

Locality: Melbourne, Victoria, Australia

Phone: +61 3 9866 1581

Address: Suite 403 / 434 St Kilda Road 3004 Melbourne, VIC, Australia

Website:

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• Lawyer & law firm
• Financial planner
• Financial consultant

19.01.2022 Peter Tratt is our leading financial advisor and has worked in the financial planning industry since 1999. He provides financial advice to retirees, self-employed, businesses and people from the Corporate and Public Sectors. Peter was formerly head of the South-West region of the Australian Prudential Regulation Authority, and prior to that, Assistant Commissioner of the Insurance and Superannuation Commission. Peter is a Fellow of CPA Australia, a Senior Fellow of the Financ...ial Services Institute of Australasia (FINSIA), and a Certified Financial Planner (CFP) member of the Financial Planning Association (FPA). He lectured at Melbourne University and FINSIA, is a current member of the CPA Australia’s Retirement Savings Centre of Excellence, and has been a member of advisory committees at Victoria University and RMIT University. Peter has a Bachelor of Business Degree, and Graduate Diplomas from FINSIA in both Applied Finance and Investment, and in Financial Planning. Peter has been awarded the CPA President’s Award for his significant contribution to the profession. He has also been honoured as a Faculty of Business and Law Legend by Victoria University.

13.01.2022 Brigitta Liwanto, a bright, pleasant yet motivated individual who has graduated recently from Melbourne University with a Bachelor of Commerce in Finance and Economics. Brigitta has commenced her career here at Australian Wealth Advisers as a Paraplanner. Brigitta is keen to build her knowledge and experience in the financial services industry by continuing her education and excelling in the fields of taxation, superannuation and managed investments.

07.01.2022 Andrew Tratt is our strategic financial advisor at Australian Wealth Advisers and he has been in the industry since 2005. Andrew has an extensive amount of experience in the financial services industry which enables him to provide holistic advice which is tailored to each specific individual or family. Developing financial strategies and incorporating portfolio structuring is one area of financial advice but what Andrew truly appreciates is the satisfaction that his clients ...attain from these financial strategies which have been developed by him but specific to them. Andrew has his Masters in Financial Planning as well as completed both the Diploma of Financial Planning, and the Post Graduate in Financial Planning.

05.01.2022 Brigitta Liwanto, a bright, pleasant yet motivated individual who has graduated recently from Melbourne University with a Bachelor of Commerce in Finance and Economics. Brigitta has commenced her career here at Australian Wealth Advisers as a Paraplanner. Brigitta is keen to build her knowledge and experience in the financial services industry by continuing her education and excelling in the fields of taxation, superannuation and managed investments.

04.01.2022 Peter Tratt is our leading financial advisor and has worked in the financial planning industry since 1999. He provides financial advice to retirees, self-employed, businesses and people from the Corporate and Public Sectors. Peter was formerly head of the South-West region of the Australian Prudential Regulation Authority, and prior to that, Assistant Commissioner of the Insurance and Superannuation Commission. Peter is a Fellow of CPA Australia, a Senior Fellow of the Financ...ial Services Institute of Australasia (FINSIA), and a Certified Financial Planner (CFP) member of the Financial Planning Association (FPA). He lectured at Melbourne University and FINSIA, is a current member of the CPA Australia’s Retirement Savings Centre of Excellence, and has been a member of advisory committees at Victoria University and RMIT University. Peter has a Bachelor of Business Degree, and Graduate Diplomas from FINSIA in both Applied Finance and Investment, and in Financial Planning. Peter has been awarded the CPA President’s Award for his significant contribution to the profession. He has also been honoured as a Faculty of Business and Law Legend by Victoria University.

02.01.2022 Andrew Tratt is our strategic financial advisor at Australian Wealth Advisers and he has been in the industry since 2005. Andrew has an extensive amount of experience in the financial services industry which enables him to provide holistic advice which is tailored to each specific individual or family. Developing financial strategies and incorporating portfolio structuring is one area of financial advice but what Andrew truly appreciates is the satisfaction that his clients ...attain from these financial strategies which have been developed by him but specific to them. Andrew has his Masters in Financial Planning as well as completed both the Diploma of Financial Planning, and the Post Graduate in Financial Planning.