Gareth Martin Financial Planner Report

Name:
Gareth Paul Martin

Rep Number:
000235901

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2003-09-02 onwards

Licensee
Name:

Number:
000229613

ABN:
80 092 195 572

Controlled By:

Appointed By
Name:
Assetplan Financial Services Pty Ltd

Licence Number:
000229613

ABN:
80 092 195 572

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

Qualifications
Monash
Bachelor of Economics
Securities Institute of Australia
Graduate Diploma of Applied Finance and Investment
Securities Insitute of Australia
Graduate Diploma of Financial Planning
Macquarie University
Master of Applied Finance

Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)
Taxation Institute of Australia