Financial Adviser · PERTH, WA

Stephen Catania

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000304481

Currently at

Bundall, QLD

View firm profile

Stephen Catania is a financial adviser based in Perth, Western Australia, with 20 years of experience in the financial services industry since 2006. Stephen is currently authorised under Matrix Planning Solutions Limited, operating through Jla Advice. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a Bachelor of Commerce (Economics and Financial Planning) from Curtin University. Stephen is a member of Fellow Chartered Financial Practitioner (FChFP) of FAAA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Commerce (Economics and Financial Planning)

Curtin University

2003

Bachelor of Commerce (Economics and Financial Planning)

Curtin University

2012

Certificate IV Financial Services (Finance/Mortgage Broking)

AAMC Training Group

2013

Margin Lending Program

Kaplan Professional

2013

Self Managed Superannuation Funds Program

Kaplan Professional

2016

Fellow Chartered Financial Practitioner Program

Association of Financial Advisers (AFA)

2021

Ethics and Professionalism Course (7269AFE)

Ethics - Griffith University

Registration History

Matrix Planning Solutions Limited

Jul 2022 - Present Current

Charter Financial Planning Limited

Jul 2013 - Jul 2022 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

GUARDIANFP PTY LIMITED

Dec 2010 - May 2013 Ceased

A.C.N. 116 900 362 LIMITED

Feb 2008 - Mar 2010 Ceased

Source: ASIC Financial Advisers Register