Financial Adviser
· MELBOURNE, VIC
James Martin
No disciplinary history on record with ASIC
MELBOURNE,
VIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231066
Licensee
Bundall, QLD (licence address on ASIC register)
About James Martin
James Martin is a financial adviser based in Melbourne, Victoria, with 32 years of experience in the financial services industry since 1994. James works at Matrix Planning Solutions, which is licensed through Matrix Planning Solutions Limited. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). James's qualifications include a Bachelor of Economics from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Excludes SMSF
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Economics
Monash University
1998
Diploma of Financial Planning (DFP1-8)
Financial Planning Association of Australia
Registration History
Excludes SMSF
A.C.N. 133 593 012 PTY LTD
Excludes SMSF
MERITUM FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register