Financial Adviser
· SYDNEY, NSW
Andrew James Martin
No disciplinary history on record with ASIC
24
Years experience
ASIC Registered · ADV 001004291
Andrew James Martin is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Andrew is currently authorised under Peak Investment Holdings Pty Ltd. Andrew holds authorisations to advise on superannuation, managed investments, securities and derivatives. Their qualifications include a BACHELOR OF ECONOMICS from UNIVERSITY OF SYDNEY. Andrew is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Chartered Financial Analyst Institute (CFA Institute), Chartered Institute for Securities and Investment and Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Qualifications and Training
1982
BACHELOR OF ECONOMICS
UNIVERSITY OF SYDNEY
1989
ASSOCIATE DIPLOMA IN FINANCE & INVESTMENT
SECURITIES INSTITUTE OF AUSTRALIA
2003
CERTIFICATE COMPETANCY RG146 SECURITIES,DERIVATIVES,FIN PLANNING, SUPER, MIS
QUANTUM
2015
CERTIFICATE OF ATTAINMENT MARGIN LENDING TIER 1
DEAKIN PRIME
2016
INVESTMENT MANAGEMENT WORKSHOP
HARVARD BUSINESS SCHOOL/CFA INSTITUTE
2021
FASEA Financial Adviser Exam
FASEA