Financial Adviser · PERTH, WA

Matthew Joel Norton

PERTH, WA
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000296167
Licensee
Melbourne, VIC (licence address on ASIC register)

About Matthew Joel Norton

Matthew Joel Norton is a financial adviser based in Perth, Western Australia, with 21 years of experience in the financial services industry since 2005. Matthew works at Canaccord Genuity Financial, which is licensed through Canaccord Genuity Financial Limited. Matthew holds authorisations to advise on superannuation, securities, deposit products and government bonds, as well as tax financial advice services (TFAS). Matthew's qualifications include a Bachelor of Business from Edith Cowan University.

Authorised to Advise On

Tax Financial Advice Superannuation Securities Deposit Products Government Bonds

Restrictions: Authorised to provide personal financial product advice to retail clients on:Managed Investment Schemes, including IDPSIDPS OnlyOwn Managed Investment Scheme Only

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of Business
Edith Cowan University
2010
Margin Lending
Stockbrokers Association of Australia
2011
Professional Diploma in Stockbroking
SIAA
2016
Diploma of Financial Planning
Kaplan
2019
Advanced Diploma of Financial Planning
KAPLAN
2019
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN
2019
Relevant Provider Exam
FASEA

Registration History

Jun 2008 - Present Current
Authorised to provide personal financial product advice to retail clients on:Managed Investment Schemes, including IDPSIDPS OnlyOwn Managed Investment Scheme Only

Source: ASIC Financial Advisers Register