Financial Adviser
· BONDI JUNCTION, NSW
Martin John Dobson
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000238226
Martin John Dobson is a financial adviser based in Bondi Junction, New South Wales, with 27 years of experience in the financial services industry. Martin is currently authorised under Wealth Today 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 DFP1 Introduction to Financial Planning from Financial Planning Association of Australia Limited. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
DFP1 Introduction to Financial Planning
Financial Planning Association of Australia Limited
2001
DFP3 Investment Planning 1
Financial Planning Association of Australia Limited
2001
DFP4 Retirement Planning
Financial Planning Association of Australia Limited
2001
DFP5 Taxation Planning
Financial Planning Association of Australia Limited
2002
DFP2 Risk Management and Insurance Planning
Financial Planning Association of Australia Limited
2002
DFP6 Estate Planning
Financial Planning Association of Australia Limited
2002
DFP7 Investment Planning 2
Financial Planning Association of Australia Limited
2009
ASX Listed Products Accreditation Course
LPAC Online
2010
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
AVENUE CAPITAL MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register