RAYMOND SILVER MARTINEZ

Financial Adviser · Sydney, NSW

Registered

Registration Number

000341668

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2009

Registration Date

13/09/2018

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

📚 Qualifications & Training

2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - TAFE NSW
2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2011 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education

🏢 Professional Memberships

Stockbrokers and Investment Advisers Association (SIAA)

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.