Financial Adviser · SHEPPARTON, VIC

Myles James Martin

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000469825

Myles James Martin is a financial adviser based in Shepparton, Victoria, with 20 years of experience in the financial services industry. Myles is currently authorised under Ozplan Financial Services Pty Ltd. Myles 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 Graduate Diploma of Financial Planning from Kaplan Professional.

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

2012
Diploma of Financial Planning
Mentor Education
2015
Advanced Diploma of Financial Services
Mentor Education
2021
Advanced Diploma of Financial Planning
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Dec 2014 - Present Current
Oct 2012 - Dec 2014 Ceased

Source: ASIC Financial Advisers Register