Financial Adviser · GEELONG, VIC

Lindsay Martin

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004684

Lindsay Martin is a financial adviser based in Geelong, Victoria, with 26 years of experience in the financial services industry. Lindsay is currently authorised under Viridian Advisory Pty Ltd. Lindsay 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 Kaplan Professional Education. Lindsay 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2009
Self Managed Superannuation Funds
Kaplan Professional Education
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2016
Advanced Diploma of Financial Planning
Kaplan Professional Education
2016
Diploma of Financial Planning
Kaplan Professional Education
2019
Aged Care Accreditation
Aged Care Steps

Registration History

Jul 2019 - Present Current
Feb 2004 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register