Matthew Katon

Pentagon Wealth Pty Ltd

Gold
15 Yrs Experience
Grafton, NSW 2460

Recent reviews

Pentagon Wealth Pty Ltd

75 Victoria St
Grafton, NSW 2460

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 3
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.85
3 Reviews
5
4
3
2
1
5.00
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—3 of 3

Sort by

5.00

"Matthew expertly guided me through a process that I was very nervous about as I have no experience or knowledge of more complex financial management. He explained everything clearly and put my nervous mind very much at ease. Matthew showed a genuine care and empathy in helping me achieve the goals we set out to achieve. I came to Matt from another adviser and could not be happier that I did."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have known Matt for approx 3 years in both Westpac & Pentagon Wealth. He has supported us with retirement financial advice having first gained a thorough understanding of our needs and our existing financial position. Our confidence with his abilities has grown consistently over that time. Matt always provides assistance or advice when we request it. Whilst our relationship is maturing we do feel very confident that Matt has our interests at heart and we have no reason, to date, to doubt that he will continue to meet our needs to the best of his ability."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Matthew has a very engaging personality and is able to discuss all options very clearly . He has demonstrated to us a wealth of knowledge in financial matters regarding superannuation and investments. Matthew's expertise makes us feel extremely confident in the advice and care he gives to us to meet our particular needs."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2019

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2019

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Matthew's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Matthew able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Matthew's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Matthew to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Matthew?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Matthew provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Matthew may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Matthew Katon
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens