MARTIN SIMON PAUL WILTSHIRE
Financial Adviser · Southport, QLD
📚 Qualifications & Training
1997 - Generic Financial Planning - - Securities Institute
1997 - Superannuation and Retirement Planning - - Securities Institute
2002 - Risk Management - - Securities Institute
2013 - Managed Investments - - Kaplan
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.