Stephen Catania
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000304481
- Location
- Perth WA 6000
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 18 July 2022
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Economics and Financial Planning), Curtin University (2003); Certificate IV Financial Services (Finance/Mortgage Broking), AAMC Training Group (2012); Margin Lending Program, Kaplan Professional (2013); Self Managed Superannuation Funds Program, Kaplan Professional (2013); Fellow Chartered Financial Practitioner Program, Association of Financial Advisers (AFA) (2016); Ethics and Professionalism Course (7269AFE), Griffith University (2021)
- Memberships
- Fellow Chartered Financial Practitioner (FChFP) of 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 Stephen Catania
On the Financial Advisers Register kept by ASIC, Stephen Catania appears as a current financial adviser in Perth, Western Australia, adviser number 000304481.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. The current authorisation started on 18 July 2022.
The register records 2006 as the year Stephen first provided financial advice. The qualifications listed for Stephen include Bachelor of Commerce (Economics and Financial Planning) (Curtin University, 2003), Certificate IV Financial Services (Finance/Mortgage Broking) (AAMC Training Group, 2012) and Margin Lending Program (Kaplan Professional, 2013). Stephen is recorded as a member of Fellow Chartered Financial Practitioner (FChFP) of 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 Stephen Catania a registered financial adviser?
Yes. Stephen Catania is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000304481.
Which licensee does Stephen Catania work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Stephen Catania 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.