Financial Adviser · MELBOURNE, VIC

Gareth Paul Martin

24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000235901

Gareth Paul Martin is a financial adviser based in Melbourne, Victoria, with 24 years of experience in the financial services industry. Gareth is currently authorised under Assetplan Financial Services Pty Ltd. Gareth 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 Master of Applied Finance from Macquarie University. Gareth is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Taxation Institute of Australia.

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

1981
Bachelor of Economics
Monash
1994
Graduate Diploma of Applied Finance and Investment
Securities Institute of Austaralia
1996
Master of Applied Finance
Macquarie University
2005
Graduate Dimploma of Financial Planning
Securities Institute of Australia
2020
Ethics and Professionalism in Financial Advice FPC002B
Ethics - Kaplan

Registration History

Sep 2003 - Present Current
Sep 2003 - Mar 2009 Ceased

Source: ASIC Financial Advisers Register