Financial Adviser · VARSITY LAKES, QLD

Martin Jan Wajda

16 Years experience
Tax advice
authorised
ASIC Registered · ADV 000387436

Martin Jan Wajda is a financial adviser based in Varsity Lakes, Queensland, with 16 years of experience in the financial services industry. Martin is currently authorised under Lifespan Financial Planning 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 Bachelor of Business from Griffith University.

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

1997
Bachelor of Business
Griffith University
2010
Diploma of Financial Services (Financial Planning)
Mentor Education Group
2011
Margin Lending and Geared Investments
Kaplan
2012
Advanced Diploma of Financial Services(Financial Planning)
International Institute of Technology
2013
Self Managed Super Funds
Mentor Education Group

Registration History

Jan 2022 - Present Current
LIFE PLAN FP PTY LTD
Dec 2020 - Jan 2022 Ceased
Jan 2014 - Nov 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
ADVAMODE FINANCIAL PTY LTD
Jul 2013 - Nov 2013 Ceased
May 2013 - Jul 2013 Ceased
STRATEGIC PLANNING PARTNERS PTY LTD
Sep 2011 - May 2013 Ceased
M1-PLAN PTY LTD
Nov 2010 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register