GARETH PAUL MARTIN

Financial Adviser · Melbourne, VIC

Registered

Registration Number

000235901

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2002

Registration Date

02/09/2003

Financial Services Licensee

ASSETPLAN FINANCIAL SERVICES PTY LTD

Licence #000229613

📚 Qualifications & Training

1981 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash
1994 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Austaralia
1996 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University
2005 - Graduate Dimploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia
2020 - Ethics and Professionalism in Financial Advice FPC002B - Bridging Course - Ethics - Kaplan

🏢 Professional Memberships

CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
Taxation Institute of Australia

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.