Financial Adviser · PENRITH, NSW

Danielle Martin

22 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 001005630

Danielle Martin is a financial adviser based in Penrith, New South Wales, with 22 years of experience in the financial services industry. Danielle is currently authorised under Infocus Securities Australia Pty Ltd. Danielle 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 Commerce (Financial Planning) from Western Sydney University.

Authorised to Advise On

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

Restrictions: Superannuation excludes SMSF advice and Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Planning

Deakin University/FPA

2015

200869 Principles of Taxation

Western Sydney University

2015

Master of Commerce (Financial Planning)

Western Sydney University

2020

Accredited Aged Care Professional

Aged Care Steps (ACS) Pty Ltd

2026

Commercial Law

Kaplan Professional

Registration History

Infocus Securities Australia Pty Ltd

Nov 2022 - Present Current

Superannuation excludes SMSF advice and Securities excludes direct equities advice

Aware Financial Services Australia Limited

Dec 2019 - Sep 2022 Ceased

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Jan 2011 - Nov 2019 Ceased

Westpac Banking Corporation

Aug 2010 - Dec 2010 Ceased

Source: ASIC Financial Advisers Register