Martin Potts Financial Planner Report

Name:
Martin Drew Potts

Rep Number:
000226101

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2016-08-10 onwards

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association
Certified Financial Planner (CFP)
Deakin University
Diploma of Financial Planning Statement (DFP000 and DFP008)
Kaplan
Margin Lending & Geared Investments Adviser Accreditation
Financial Essentials
Self Managed Superannuation Fund (SMSF) Adviser Accreditation

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association