Deborah Batson profile photo

Deborah Batson

Autumn Financial

Platinum
16 Yrs Experience
Mornington, VIC 3931

Deborah is a professional and qualified Financial Adviser with over 20 years experience in financial services and superannuation and has been an Authorised Representative since 2008. She is the managing director of Autumn Financial.

"Our core objectives are to help our clients understand their investments and financial strategies in order to make informed financial decisions and to take advantage of opportunities to improve their lifestyle and financial wellbeing."

Deborah is focused on building relationships with sensible and organised financial structures that focus not just on today but importantly for years to come. The use of regular reviews and communication are vital to keeping on track; wherever that track may lead.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We tailor our Advice and Ongoing Service fees depending on your personal needs, circumstances and expectations. We offer Fee for Service rates, Initial Advice Agreements, Fixed Term Agreements & Ongoing Service Agreements to meet our clients immediate & longer term needs.

At a glance

  • Adviser status Platinum
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualifications
    • Bachelor of Commerce
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Autumn Financial

Suite 3, 27 Virginia St
Mornington, VIC 3931

Opening hours

  • 10:00am – 4:00pm Monday, Friday
  • 9:00am – 5:00pm Tuesday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256