Financial Adviser
· HAWTHORNE, VIC
Paul Robertson Martin
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259367
Paul Robertson Martin is a financial adviser based in Hawthorne, Victoria, with 27 years of experience in the financial services industry. Paul is currently authorised under Morgans Financial Limited. Paul 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 (Business Administration) from RMIT. Paul 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Business (Business Administration)
RMIT
1994
Post Graduate Diploma of Finance
Melbourne University
2005
Graduate Diploma of Applied Finance & Investment
FINSIA
2010
Margin Lending Accreditation Program
Deakin Prime/SDIA
2020
Ethics and Professional Relationships
Ethics - QUT