MAARTINA SONNEVELD

Financial Adviser · Cheltenham, VIC

Registered

Registration Number

000297377

Registration Status

Registered

Location

Cheltenham, VIC 3192

Providing Advice Since

1998

Registration Date

22/06/2018

Financial Services Licensee

NEXTPLAN FINANCIAL PTY LTD

Licence #000452996

📚 Qualifications & Training

2000 - Diploma of Financial Planning - - Deakin University
2006 - SMSF Adviser Education Program - - Financial Essentials
2006 - The Securities & Derivatives Industry Association (SDIA) Accreditation Program - - Deakin
2011 - Margin Lending and Geared Investments - - Kaplan

🏢 Professional Memberships

CFP Certified Financial Planner (FPA)
CFP – Certified Financial Planner (FPA)
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.