Financial Adviser · CARINGBAH, NSW

David John Martin

29 Years experience
Tax advice
authorised
ASIC Registered · ADV 000331062

David John Martin is a financial adviser based in Caringbah, New South Wales, with 29 years of experience in the financial services industry. David is currently authorised under Ri Advice Group Pty Ltd. David 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 Diploma of Financial Planning from Financial Planning Association of Australia. David is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2002
DFP8 Financial Plan Construction and Review
Financial Planning Association of Australia
2002
Diploma of Financial Planning
Financial Planning Association of Australia
2024
Accredited Listed Product Adviser Program
Kaplan

Registration History

Nov 2019 - Present Current
Superannuation: Not authorised to provide SMSF advice.
Nov 2008 - Nov 2019 Ceased
Not authorised to provide personal advice on Standard Margin Lending

Source: ASIC Financial Advisers Register