MARTIN GEE
Financial Adviser · Canberra, ACT
📚 Qualifications & Training
1996 - Financial Planning Certificate - Certificate (AQF 1-4) - The Chartered Insurance Institute
2008 - Level 3 Certificate in Financial Planning - Certificate (AQF 1-4) - The Chartered Insurance Institute
2011 - FNS50804 Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited
2018 - Graduate Diploma of Finance - Graduate Diploma (AQF 8) - Charles Sturt University
2019 - Master of Applied Finance - Masters Degree (AQF 9) - Charles Sturt University
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 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.