Dylan Martin
Financial Adviser in Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000420236
- Location
- Wollongong NSW 2500
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 11 September 2020
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce (Major Finance), University of Wollongong (2010); Diploma of Financial Planning, Kaplan (2012); Graduate Diploma of Financial Planning, Kaplan (2025)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)
- Tax (financial) advice
- Yes
- Register status
- Current
About Dylan Martin
Dylan Martin is a financial adviser in Wollongong, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000420236.
The licensee Dylan advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 11 September 2020.
The register records 2012 as the year Dylan first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Major Finance) (University of Wollongong, 2010), Diploma of Financial Planning (Kaplan, 2012) and Graduate Diploma of Financial Planning (Kaplan, 2025).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Dylan Martin a registered financial adviser?
Yes. Dylan Martin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000420236.
Which licensee does Dylan Martin work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Dylan 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; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."