VTA’s advisers hold respected professional credentials that reflect our dedication to quality and expertise. These qualifications demonstrate VTA’s commitment to offering thorough, trusted guidance across superannuation, insurance, estate planning, and aged care services.
The CFP® (Certified Financial Planner) designation is awarded to planners who meet rigorous education, experience, and ethical standards, ensuring advanced knowledge in financial planning principles.
The LRS® (Licensed Retirement Specialist) credential highlights specialised skills in retirement strategies and superannuation planning, key areas for financial security.
As an Accredited Aged Care Professional, VTA ensures clients receive informed advice on aged care options, insurance, and estate planning sensitive to later-life needs.
Our advice is grounded in ethics, technical knowledge, and a genuine focus on long-term financial well-being for every life stage..