MARTIN ALLISON
Financial Adviser · Geelong, VIC
📚 Qualifications & Training
2003 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - Monash University
2008 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2012 - Margin Lending - Other - Kaplan Professional Education
2012 - Self Managed Superannuation Funds - Other - 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.