DANIEL EDUARDO MARTINEZ
Financial Adviser · Moonee Ponds, VIC
📚 Qualifications & Training
1993 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Deakin University
1996 - Chartered Accountant Program (CA) - Professional Designations - Chartered Accountants Australia and New Zealand
1999 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute
2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australia (FINSIA)
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2011 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2021 - Accredited Aged Care Professional - Other - Aged Care Steps
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.