Financial Adviser
· MORNINGTON, VIC
Deborah-ann Batson
No disciplinary history on record with ASIC
MORNINGTON,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000307525
About Deborah-ann Batson
Deborah-ann Batson is a financial adviser based in Mornington, Victoria, with 18 years of experience in the financial services industry since 2008. Deborah-ann is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. Deborah-ann holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Deborah-ann's qualifications include a Bachelor of Commerce from University of Wollongong. Deborah-ann is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce
University of Wollongong
2014
Self Managed Superannuation Funds Course
Kaplan Professional
2015
Bachelor of Business (Financial Planning)
RMIT University
2017
Estate Planning Course
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan Higher Education
2025
SMSF Specialist Advisor (SSA) Accreditation Program
SMSF Association