ELIZABETH HATTON

About

Viva Financial Advice is a financial planning firm that provides tailored advice about investments, fund performance, and fees to help people make financial decisions in line with their financial objectives. We do not receive commissions or similar payments, and run a fee for service practice.

Viva Financial Advice has offices situated in Melbourne CBD and assists clients throughout Australia. We are an Authorised Representative of Dover Financial Advisers which holds an Australian Financial Services Licence from ASIC. Elizabeth Hatton is also a registered Tax (Financial) Adviser with the Tax Practitioners Board.

Our Licensed Financial Advisers provide personalised advice specific to our clients’ financial needs and incorporating individual values and ethical concerns. We specialise in:
– assessment and advice about those investments which take account of environmental and social issues,
– assisting people to invest in a way that aligns their personal/social and investment values,
and
– investing to achieve a reasonable financial return.

We also publish a regular newsletter online and blogs/posts about specific ESG matters.

Certification Information

Certification Category:

Financial Adviser

Certification Symbol:

Responsible Investment

Certified Since:

2016

Qualifications:

Bachelor of Business, Bachelor of Laws
Diploma of Financial Planning

Financial Adviser Since:

2004

Providing Responsible Investment Advice Since:

2012

  • Superannuation and Retirement Planning
  • Investments/Managed Funds

Bendigo Bank Smart Options super and investment includes: Australian Ethical Australian Shares Fund (Wholesale) – AUG0018AU

  • Australian Ethical Australian Shares Fund
  • Australian Ethical Balanced Fund
  • Australian Ethical Diversified Shares Fund (Wholesale)
  • CFS FirstChoice Wholesale
  • Generation Wholesale Global Share
  • BT Wholesale Property Securities Fund
  • Australian Unity Funds Management Ltd – Altius Sustainable Bond Fund
  • Bendigo Bank Cash Account
  • Perpetual Wholesale Ethical SRI Fund

Emerald Wrap platform

DISCLAIMERThis information has been prepared by RIAA based on material provided by the applicant. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

Contact Information

Contact: Elizabeth Hatton

Email: hattone7@gmail.com

Phone: 0412 786 676

Website: https://www.vivafp.com.au/

Address: 454 Collins St Melbourne, VICTORIA 3000 Australia