Data sourced from ASIC Financial Advisers Register
Financial Adviser · FRANKSTON, VIC

Blair Matthew Classon

FRANKSTON, VIC
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000274069
Practice
Arbour Wealth
Frankston, VIC (practice address on ASIC register)
Licensed through Capstone Financial Planning
View practice

About Blair Matthew Classon

Blair Matthew Classon is a financial adviser based in Frankston, Victoria, with 21 years of experience in the financial services industry since 2005. Blair works at Arbour Wealth, which is licensed through Capstone Financial Planning. Blair holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Blair's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from AMP Financial Planning. Blair is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Services (Financial Planning)
AMP Financial Services
2007
Advanced Diploma of Financial Services (Financial Planning)
AMP Financial Planning
2021
Ethics and Professionalism
Ethics - Kaplan Professional
2022
SMSF Foundations Course
Smarter SMSF

Registration History

Capstone Financial Planning Pty Ltd
Dec 2021 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities.
Capstone Financial Planning Pty Ltd
Apr 2021 - Nov 2021 Ceased
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Akumin Financial Planning Pty Limited
Sep 2005 - Apr 2021 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register