ALEX MARTIN

Financial Adviser ยท Rundle Mall, SA

Registered

Registration Number

001259980

Registration Status

Registered

Location

Rundle Mall, SA 5000

Providing Advice Since

2017

Registration Date

30/09/2024

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

๐Ÿ“š Qualifications & Training

2014 - Bachelor of Commerce (Accounting) - - University of Adelaide
2016 - Diploma of Financial Planning - - Monarch Institute
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2019 - Accredited Derivatives Adviser Level 1 - Other - Western Sydney University
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.