BRETT PATRICK MARTIN
Financial Adviser · Coffs Harbour, NSW
📚 Qualifications & Training
2002 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2011 - Certified Financial Planner Program - Professional Designations - Financial Planning Association of Australia (FPA)
2012 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional Education
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ 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.