Financial Adviser · CANBERRA, ACT

Martin Gee

31 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005563

Martin Gee is a financial adviser based in Canberra, Australian Capital Territory, with 31 years of experience in the financial services industry. Martin is currently authorised under Guideway Financial Services Pty Ltd. Martin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance from Charles Sturt University. Martin 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: Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.

Authorised to provide tax financial advice services

Qualifications and Training

1996
Financial Planning Certificate
The Chartered Insurance Institute
2008
Level 3 Certificate in Financial Planning
The Chartered Insurance Institute
2011
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2018
Graduate Diploma of Finance
Charles Sturt University
2019
Master of Applied Finance
Charles Sturt University
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Dec 2017 - Present Current
Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.
Jun 2013 - Dec 2017 Ceased
Jan 2012 - May 2013 Ceased

Source: ASIC Financial Advisers Register