Gareth Paul Martin
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235901
- Location
- Melbourne VIC 3000
- Licensee
- Assetplan Financial Services Pty Ltd (AFSL 229613)
- Authorised since
- 2 September 2003
- First provided advice
- 2002
- Qualifications
- Bachelor of Economics, Monash (1981); Graduate Diploma of Applied Finance and Investment, Securities Institute of Austaralia (1994); Master of Applied Finance, Macquarie University (1996); Graduate Dimploma of Financial Planning, Securities Institute of Australia (2005); Ethics and Professionalism in Financial Advice FPC002B, Kaplan (2020)
- Memberships
- CPA Australia (CPA); Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); Taxation Institute of Australia
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Gareth Paul Martin
Gareth Paul Martin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000235901).
The licensee Gareth advises under is Assetplan Financial Services Pty Ltd (AFS licence 229613). The current authorisation started on 2 September 2003.
The register records 2002 as the year Gareth first provided financial advice. The qualifications listed for Gareth include Bachelor of Economics (Monash, 1981), Graduate Diploma of Applied Finance and Investment (Securities Institute of Austaralia, 1994) and Master of Applied Finance (Macquarie University, 1996). Gareth is recorded as a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Gareth is authorised to advise 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.
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Questions people ask
Is Gareth Paul Martin a registered financial adviser?
Yes. Gareth Paul Martin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235901.
Which licensee does Gareth Paul Martin work under?
Assetplan Financial Services Pty Ltd, Australian financial services licence 229613.
What can Gareth Paul 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.