Matthew Katon
Financial Adviser in Grafton, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004644
- Location
- Grafton NSW 2460
- Licensee
- Pentagon Advisory Pty Ltd (AFSL 530707)
- Authorised since
- 1 February 2022
- First provided advice
- 2007
- Qualifications
- Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2012); Accredited Listed Product Adviser (ALPA) Program, Kaplan Education Pty Ltd (2019); FPC002B Ethics and Professionalism in Financial Advice, 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 (2019)
- Memberships
- Fellow Chartered Financial Practitioner (FChFP); Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Katon
Matthew Katon is a financial adviser in Grafton, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001004644.
Matthew provides advice as an authorised representative of Pentagon Advisory Pty Ltd, which holds Australian financial services licence 530707. The current authorisation started on 1 February 2022.
According to the register, Matthew first provided financial advice in 2007. The qualifications listed for Matthew include Self Managed Superannuation Funds (Kaplan Education Pty Ltd, 2012), Accredited Listed Product Adviser (ALPA) Program (Kaplan Education Pty Ltd, 2019) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2019). Matthew is recorded as a member of Fellow Chartered Financial Practitioner (FChFP) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Matthew Katon a registered financial adviser?
Yes. Matthew Katon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004644.
Which licensee does Matthew Katon work under?
Pentagon Advisory Pty Ltd, Australian financial services licence 530707.
What can Matthew Katon 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; standard margin lending.