James Martin Financial Planner Report

Name:
James Martin

Rep Number:
000231066

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2015-05-08 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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

Qualifications
Monash University
Bachelor of Economics
Financial Planning Association of Australia
Diploma of Financial Planning (DFP1-8)

Memberships
Financial Planning Association of Australia (FPA)