Daniel Eduardo Martinez
Financial Adviser in Moonee Ponds, Victoria, Australia
Review Daniel Eduardo Martinez
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 number000325318
- Location
- Moonee Ponds VIC 3039
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 March 2011
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Accounting), Deakin University (1993); Chartered Accountant Program (CA), Chartered Accountants Australia and New Zealand (1996); Graduate Diploma in Applied Finance and Investment, Securities Institute (1999); Graduate Diploma of Financial Planning, Financial Services Institute of Australia (FINSIA) (2006); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2011); Accredited Aged Care Professional, Aged Care Steps (2021); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Eduardo Martinez
On the Financial Advisers Register kept by ASIC, Daniel Eduardo Martinez appears as a current financial adviser in Moonee Ponds, Victoria, adviser number 000325318.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 1 March 2011.
According to the register, Daniel first provided financial advice in 2004. Qualifications and training on file include Bachelor of Business (Accounting) (Deakin University, 1993), Chartered Accountant Program (CA) (Chartered Accountants Australia and New Zealand, 1996) and Graduate Diploma in Applied Finance and Investment (Securities Institute, 1999).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Daniel Eduardo Martinez here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Daniel Eduardo Martinez a registered financial adviser?
Yes. Daniel Eduardo Martinez is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000325318.
Which licensee does Daniel Eduardo Martinez work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Daniel Eduardo Martinez give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."