MARTIN RICHARD WHITEHEAD
Financial Adviser · Malvern, VIC
📚 Qualifications & Training
1999 - Bachelor of Commerce - - University of Melbourne
1999 - Bachelor of Laws - - University of Melbourne
2010 - Core 1: Securities & Managed Investments Accreditation Program - - Stockbrokers Association of Australia
2010 - Margin Lending Accreditation Program - - Stockbrokers Association of Australia
2012 - Diploma of Financial Services (Financial Planning) (FNS50804) - - Kaplan Professional Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Chartered Financial Analyst Institute (CFA Institute)
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.