MARTIN SOUTHCOMBE

Financial Adviser · Bendigo, VIC

Registered

Registration Number

001004007

Registration Status

Registered

Location

Bendigo, VIC 3550

Providing Advice Since

2014

Registration Date

20/12/2021

Financial Services Licensee

RED LION WEALTH SERVICES PTY LTD

Licence #000529637

📚 Qualifications & Training

2013 - Diploma of Financial Planning - DFP 1 - - Kaplan Professional
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kpaln
2014 - Bachelor of Business - - La Trobe University
2014 - Bachelor of Business - Bachelor Degree (AQF 7) - La Trobe University
2017 - Advanced Diploma of Financial Planning - - Kaplan
2017 - advanced diploma of financial Planning - Advanced Diploma (AQF 6) - Kaplan
2019 - Ethics and professionalism in Financial Advice - Other - Kaplan
2020 - FASEA Financial adviser - Other - FASEA
2022 - SMSF Regulations and tax - Other - Kaplan
2025 - Commercial Law - Other - Kaplan
2025 - Tax for Financial advising - Other - 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.