Financial Adviser · SYDNEY, NSW

Martin Speiser

34 Years experience
Tax advice
authorised
ASIC Registered · ADV 000240013

Martin Speiser is a financial adviser based in Sydney, New South Wales, with 34 years of experience in the financial services industry. Martin is currently authorised under Masu Financial Management Pty Ltd. 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 Certified Financial Planner from Financial Planning Association. Martin is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1986
Bachelor of Commerce
University of New South Wales
1995
Certified Financial Planner
Financial Planning Association
1999
Chartered Accountant Program
Chartered Accountants Australia and New Zealand
1999
Diploma of Financial Planning
Financial Planning Association
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd

Registration History

Oct 2003 - Present Current

Source: ASIC Financial Advisers Register