PAUL ROBERTSON MARTIN

Financial Adviser ยท Hawthorne, VIC

Registered

Registration Number

000259367

Registration Status

Registered

Location

Hawthorne, VIC 3122

Providing Advice Since

1999

Registration Date

10/03/2004

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

๐Ÿ“š Qualifications & Training

1992 - Bachelor of Business (Business Administration) - - RMIT
1994 - Post Graduate Diploma of Finance - - Melbourne University
2005 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - FINSIA
2010 - Margin Lending Accreditation Program - Other - Deakin Prime/SDIA
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.