MARTIN SPEISER
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1986 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New South Wales
1995 - Certified Financial Planner - Professional Designations - Financial Planning Association
1999 - Chartered Accountant Program - Professional Designations - Chartered Accountants Australia and New Zealand
1999 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.