Financial Adviser · MALAGA, WA

Martin James Duncan

27 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 000408759

Martin James Duncan is a financial adviser based in Malaga, Western Australia, with 27 years of experience in the financial services industry. Martin is currently authorised under Infocus Securities Australia 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 Advanced Diploma of Financial Services from Kaplan. Martin is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Direct Equities - excludes Direct Equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2011

Diploma of Financial Services

Kaplan

2011

Self Managed Superannuation Funds

Kaplan

2014

Advanced Diploma of Financial Services

Kaplan

Registration History

Infocus Securities Australia Pty Ltd

Jul 2011 - Present Current

Direct Equities - excludes Direct Equities advice

Source: ASIC Financial Advisers Register