Alex Martin
Financial Adviser in Rundle Mall, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001259980
- Location
- Rundle Mall SA 5000
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 30 September 2024
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce (Accounting), University of Adelaide (2014); Diploma of Financial Planning, Monarch Institute (2016); Advanced Diploma of Financial Planning, Monarch Institute (2017); Accredited Derivatives Adviser Level 1, Western Sydney University (2019); Ethics and Professional Relationships, QUT (2020)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Alex Martin
Alex Martin is a financial adviser in Rundle Mall, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001259980.
Alex provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. That authorisation dates from 30 September 2024.
According to the register, Alex first provided financial advice in 2017. The qualifications listed for Alex include Bachelor of Commerce (Accounting) (University of Adelaide, 2014), Diploma of Financial Planning (Monarch Institute, 2016) and Advanced Diploma of Financial Planning (Monarch Institute, 2017).
Alex is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and derivatives, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alex Martin a registered financial adviser?
Yes. Alex Martin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001259980.
Which licensee does Alex Martin work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Alex Martin give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; derivatives; managed discretionary account services.