MARTIN JAMES SHERWOOD
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - La Trobe University
2008 - Diploma of Financial Services (Financial Planning) - - Kaplan Education
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited
2010 - Margin Lending - - Kaplan
2014 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Monarch Institute
2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
🏢 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.