Matthew Norton

Personalised Investment Strategies to Achieve Individual Financial Goals

Matt’s Wealth business is centred on high net worth individuals and self-managed superannuation funds. He dedicates himself to assisting clients meet their individual needs by taking a holistic approach and implementing personalised  investment strategies. Matt is primarily focused on building long term blue chip portfolios, diversified across all asset classes combining wealth preservation, income and growth. Matt also provides client access to a broad range of corporate placement and IPO opportunities  
As an experienced and trusted Senior Wealth Adviser, Matt can help clients identify methods and opportunities that could assist them in achieving their individual financial goals and objectives, including growing investments in line with respective risk profiles. 
 
Matt has built up extensive market and wealth management experience working in the industry for 18 years, overing a broad range of financial services including below:  
 
• Superannuation and retirement planning  
• SMSF Investment advice  
• IPO and corporate placement opportunities  
• Accolade Portfolio management service  
• Strategic asset allocation and portfolio rebalancing  
• Private client Stockbroking services  
• International trading  

Authorisations

Matt Norton can advise on the following product areas:

• Deposit and Payment Products
• Government Debentures, Stocks or Bonds
• Life Products
• Managed Investment Schemes
• Retirement Savings Account Products
• Securities
• Superannuation 

Matt is accredited to provide tax (financial) service advice.   

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

Qualifications

• Ethics and Professionalism in Financial Advice, KAPLAN, 2019, FASEA National Adviser Exam, 2019 
• Advanced Diploma of Financial Planning, KAPLAN, 2018 
• Diploma of Financial Planning, KAPLAN, 2016 
• Margin Lending, Stockbrokers and Financial Advisers Association, 2011 
• Superannuation & Retirement Planning, KAPLAN, 2010
• Bachelor of Business, Edith Cowan University, 1999