Financial Adviser · GRAFTON, NSW

Matthew Katon

GRAFTON, NSW

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 001004644

Currently at

Pentagon Advisory

Port Macquarie, NSW (firm address)

View firm profile

Matthew Katon is a financial adviser based in Grafton, New South Wales, with 19 years of experience in the financial services industry since 2007. Matthew is currently authorised under Pentagon Advisory. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Matthew is a member of Fellow Chartered Financial Practitioner (FChFP) and Financial Advice Association of Australia (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

2012

Self Managed Superannuation Funds

Kaplan Education Pty Ltd

2019

Accredited Listed Product Adviser (ALPA) Program

Kaplan Education Pty Ltd

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2019

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2019

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Pentagon Advisory Pty Ltd

Feb 2022 - Present Current

Fortnum Private Wealth Ltd

Jul 2019 - Jan 2022 Ceased

Westpac Banking Corporation

Mar 2007 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register