MARTIN JOHN PERRY
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
1998 - LAW204 Law of Business Organisations - Bachelor Degree (AQF 7) - University of Newcastle
1998 - LAW230 Contract Law 1 - Bachelor Degree (AQF 7) - University of Newcastle
2000 - ACFI307 Taxation B - Bachelor Degree (AQF 7) - University of Newcastle
2000 - ACFI317 Taxation A - Bachelor Degree (AQF 7) - University of Newcastle
2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
2007 - CA Program - Graduate Diploma - Graduate Diploma (AQF 8) - Chartered Accountants ANZ
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2008 - FNSFPLN501B Ethics - Diploma (AQF 5) - Kaplan Professional
2015 - FNSSMS602A Apply taxation requirements when advising in self-managed superannuation funds - Diploma (AQF 5) - Kaplan Professional
2015 - SMSF Advice - Professional Designations - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Taxation Institute of Australia
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.