Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Martin John Francis

20 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000302008

Martin John Francis is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. Martin is currently authorised under Akumin Financial Planning Pty Limited. 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 Bachelor of Commerce (Finance & Economics) from University of New South Wales.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1991
Bachelor of Commerce (Finance & Economics)
University of New South Wales
2006
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2009
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jun 2006 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register