Financial Adviser
· GLENELG, SA
Dale Leigh Martens
No disciplinary history on record with ASIC
GLENELG,
SA
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000324477
Licensee
Findon, SA (licence address on ASIC register)
About Dale Leigh Martens
Dale Leigh Martens is a financial adviser based in Glenelg, South Australia, with 19 years of experience in the financial services industry since 2007. Dale is currently authorised under Trident Private Wealth Financial Services. Dale holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dale's qualifications include a Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited.
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
2011
Margin Lending & Geared Investments
Kaplan
2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
Dale Martens is not authorised to provide advice in SMSF
POYNTER HARGRAVES FINANCIAL CONSULTANTS PTY LTD
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.
GENESYS WEALTH ADVISERS PTY LIMITED
Source: ASIC Financial Advisers Register