Malcolm Ernest George Katon – Financial Adviser

Adviser identifying number: 1242897
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: SOUTHWEST SUPERANNUATION SERVICES PTY LIMITED
Licence number: 485888
Licensee’s ABN:
Licence controlled by: Malcolm Ernest George KATON

The date the Financial Adviser commenced the appointment: 06/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SOUTHWEST SUPERANNUATION SERVICES PTY LIMITED
Authorised Representative identifying number: 485888
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Accounting Certificate – NSW TAFE
• Bachelor of Commerce – University of Western Sydney
• Financial Planning Diploma – Kaplan
• ICAA Membership – Institute of Chartered Accountants

Relevant memberships of professional bodies or industry associations:

Malcolm Ernest George Katon is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation