Brett Patrick Martin
Financial Adviser in Coffs Harbour, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000311098
- Location
- Coffs Harbour NSW 2450
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 27 May 2021
- First provided advice
- 2007
- Qualifications
- Graduate Diploma in Applied Finance & Investment, Securities Institute of Australia (2002); Graduate Diploma of Financial Planning, FINSIA (2007); Certified Financial Planner Program, Financial Planning Association of Australia (FPA) (2011); Self Managed Superannuation Funds, Kaplan Professional Education (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Brett Patrick Martin
On the Financial Advisers Register kept by ASIC, Brett Patrick Martin appears as a current financial adviser in Coffs Harbour, New South Wales, adviser number 000311098.
Advice is given under the Australian financial services licence of Ri Advice Group Pty Ltd, licence number 238429. The current authorisation started on 27 May 2021.
According to the register, Brett first provided financial advice in 2007. The qualifications listed for Brett include Graduate Diploma in Applied Finance & Investment (Securities Institute of Australia, 2002), Graduate Diploma of Financial Planning (FINSIA, 2007) and Certified Financial Planner Program (Financial Planning Association of Australia (FPA), 2011). Brett is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Brett Patrick Martin a registered financial adviser?
Yes. Brett Patrick Martin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000311098.
Which licensee does Brett Patrick Martin work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Brett Patrick Martin give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.