Financial Adviser
· NEWTOWN, VIC
Martin Allison
No disciplinary history on record with ASIC
19
Years experience
ASIC Registered · ADV 001002377
Martin Allison is a financial adviser based in Newtown, Victoria, with 19 years of experience in the financial services industry. Martin is currently authorised under Muirfield Financial Services Pty Ltd. Martin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Martin is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2003
Bachelor of Commerce (Accounting and Finance)
Monash University
2008
Certified Financial Planner
Financial Planning Association of Australia
2008
Graduate Diploma of Financial Planning
FINSIA
2012
Margin Lending
Kaplan Professional Education
2012
Self Managed Superannuation Funds
Kaplan Professional Education
Registration History
This authorised representative is only authorised to give class of product advice in relation to Securities.
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register