Katrina Anne Johnson
PMP WEALTH PTY LTD · Greensborough VIC 3088 · Advising since 2018
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001261222
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative PMP WEALTH PTY LTD (no. 001277462)Since 13 February 2020
- Principal business address
- Greensborough VIC 3088
- First year providing advice
- 2018
- Can provide tax (financial) advice
- Yes
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- Further restrictions
- Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTFeb 2020 – presentCAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative PMP WEALTH PTY LTD (no. 001277462)
- CEASEDJan 2018 – Feb 2019PERSONAL FINANCIAL SERVICES LTD · AFSL 234459
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2020 · Bridging Course - Ethics
SMSF Specialist Adviser (SSA)
SMSF Association · 2019 · Professional Designations
Self Managed Superannuation Funds
Pinnacle Financial Services Academy · 2016 · Other
Chartered Accountants Program
Institute of Chartered Accountants in Australia · 2011 · Professional Designations
Taxation 2
Institute of Chartered Accountants · 2009 · Other
Bachelor of Commerce (Accounting, Management)
LaTrobe University · 2007 · Bachelor Degree (AQF 7)
Introduction to Business Law LST11IBL
LaTrobe University · 2006 · Other
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Katrina Anne Johnson claims the profile.
Reviews
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Contacting Katrina Anne Johnson
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PMP WEALTH PTY LTD
Authorised by CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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