Financial Adviser
· COFFS HARBOUR, NSW
Brett Patrick Martin
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000311098
Brett Patrick Martin is a financial adviser based in Coffs Harbour, New South Wales, with 19 years of experience in the financial services industry. Brett is currently authorised under Ri Advice Group Pty Ltd. Brett 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 Certified Financial Planner Program from Financial Planning Association of Australia (FPA). Brett 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
Authorised to provide tax financial advice services
Qualifications and Training
2002
Graduate Diploma in Applied Finance & Investment
Securities Institute of Australia
2007
Graduate Diploma of Financial Planning
FINSIA
2011
Certified Financial Planner Program
Financial Planning Association of Australia (FPA)
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional Education
Registration History
Source: ASIC Financial Advisers Register