Deborah-Ann Batson
Financial Adviser in Mornington, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000307525
- Location
- Mornington VIC 3931
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 1 July 2021
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce, University of Wollongong (2000); Self Managed Superannuation Funds Course, Kaplan Professional (2014); Bachelor of Business (Financial Planning), RMIT University (2015); Estate Planning Course, Kaplan Professional (2017); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Higher Education (2021); SMSF Specialist Advisor (SSA) Accreditation Program, SMSF Association (2025)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Deborah-Ann Batson
On the Financial Advisers Register kept by ASIC, Deborah-Ann Batson appears as a current financial adviser in Mornington, Victoria, adviser number 000307525.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. The current authorisation started on 1 July 2021.
According to the register, Deborah-Ann first provided financial advice in 2008. The qualifications listed for Deborah-Ann include Bachelor of Commerce (University of Wollongong, 2000), Self Managed Superannuation Funds Course (Kaplan Professional, 2014) and Bachelor of Business (Financial Planning) (RMIT University, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Deborah-Ann is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Deborah-Ann Batson a registered financial adviser?
Yes. Deborah-Ann Batson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000307525.
Which licensee does Deborah-Ann Batson work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Deborah-Ann Batson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.