Financial Adviser
· MAROOCHYDORE, QLD
Martine Pamela Egan
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000382372
Martine Pamela Egan is a financial adviser based in Maroochydore, Queensland, with 16 years of experience in the financial services industry. Martine is currently authorised under Clarity Financial Services Pty Ltd. Martine 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 Advanced Diploma of Financial Planning from Pinnacle. Martine 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
Kaplan
2014
Advanced Diploma of Financial Planning
Pinnacle
2017
Self Managed Superannuation Funds
Kaplan
2021
Financial Adviser Exam
FASEA
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
A.C.N. 140 520 225 PTY LTD
MY ADVISER PTY LTD
Source: ASIC Financial Advisers Register