Financial Adviser
· JUNORTOUN, VIC
Martin Southcombe
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004007
Martin Southcombe is a financial adviser based in Junortoun, Victoria, with 12 years of experience in the financial services industry. Martin is currently authorised under Regional Wealth 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 La Trobe University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2013
Diploma of Financial Planning
- Kaplan Professional
2014
Bachelor of Business
La Trobe University
2017
Advanced Diploma of Financial Planning
Kaplan
2019
Ethics and professionalism in Financial Advice
Kaplan
2020
FASEA Financial adviser
FASEA
2022
SMSF Regulations and tax
Kaplan
2025
Commercial Law
Kaplan
2025
Tax for Financial advising
Kaplan
Registration History
VICSUPER PTY LTD
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register