Andrew James Martin
Financial Adviser in Sydney, New South Wales, Australia
Review Andrew James Martin
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001004291
- Location
- Sydney NSW 2000
- Licensee
- Peak Investment Holdings Pty Ltd (AFSL 304008)
- Authorised since
- 20 October 2008
- First provided advice
- 2002
- Qualifications
- Bachelor of Economics, University of Sydney (1982); Associate Diploma in Finance & Investment, Securities Institute of Australia (1989); Certificate Competancy RG146 Securities,derivatives,fin Planning, Super, Mis, QUANTUM (2003); Certificate of Attainment Margin Lending Tier 1, DEAKIN PRIME (2015); Investment Management Workshop, Harvard Business School/cfa Institute (2016); FASEA Financial Adviser Exam, FASEA (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Chartered Financial Analyst Institute (CFA Institute); Chartered Institute for Securities and Investment; Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, standard margin lending, derivatives
- Register status
- Current
About Andrew James Martin
Andrew James Martin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001004291).
Advice is given under the Australian financial services licence of Peak Investment Holdings Pty Ltd, licence number 304008. The current authorisation started on 20 October 2008.
According to the register, Andrew first provided financial advice in 2002. The qualifications listed for Andrew include Bachelor of Economics (University of Sydney, 1982), Associate Diploma in Finance & Investment (Securities Institute of Australia, 1989) and Certificate Competancy RG146 Securities,derivatives,fin Planning, Super, Mis (QUANTUM, 2003). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Chartered Financial Analyst Institute (CFA Institute) and Chartered Institute for Securities and Investment.
Andrew is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, standard margin lending and derivatives.
Reviews
Nobody has reviewed Andrew James Martin here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Andrew James Martin a registered financial adviser?
Yes. Andrew James Martin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004291.
Which licensee does Andrew James Martin work under?
Peak Investment Holdings Pty Ltd, Australian financial services licence 304008.
What can Andrew James Martin give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; standard margin lending; derivatives.