MARTIN GUY MCGRATH
Financial Adviser · Erina, NSW
📚 Qualifications & Training
2008 - Bachelor of Management - Bachelor Degree (AQF 7) - The University of Newcastle
2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
2012 - Master of Applied Finance (Financial Planning Major) - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd
2013 - Graduate Diploma of Chartered Accounting (GradDipCA) - Other - The Institute of Chartered Accountants Australia
2014 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.