David John Martin
Financial Adviser in Caringbah, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000331062
- Location
- Caringbah NSW 2229
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 25 November 2019
- First provided advice
- 1997
- Qualifications
- DFP8 Financial Plan Construction and Review, Financial Planning Association of Australia (2002); Diploma of Financial Planning, Financial Planning Association of Australia (2002); Accredited Listed Product Adviser Program, Kaplan (2024)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Superannuation: Not authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About David John Martin
David John Martin is a financial adviser in Caringbah, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000331062.
David provides advice as an authorised representative of Ri Advice Group Pty Ltd, which holds Australian financial services licence 238429. The current authorisation started on 25 November 2019.
The register records 1997 as the year David first provided financial advice. Qualifications and training on file include DFP8 Financial Plan Construction and Review (Financial Planning Association of Australia, 2002), Diploma of Financial Planning (Financial Planning Association of Australia, 2002) and Accredited Listed Product Adviser Program (Kaplan, 2024). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
David is authorised to advise 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.
A further restriction is recorded on the register: “Superannuation: Not authorised to provide SMSF advice.”
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Questions people ask
Is David John Martin a registered financial adviser?
Yes. David John Martin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000331062.
Which licensee does David John Martin work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can David John 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. It also records this restriction: "Superannuation: Not authorised to provide SMSF advice."