James Martin
Financial Adviser in Melbourne, Victoria, Australia
Review James Martin
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 number000231066
- Location
- Melbourne VIC 3000
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 31 August 2021
- First provided advice
- 1994
- Qualifications
- Bachelor of Economics, Monash University (1990); Diploma of Financial Planning (DFP1-8), Financial Planning Association of Australia (1998)
- 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
- Restriction
- Excludes SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About James Martin
James Martin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000231066).
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. The current authorisation started on 31 August 2021.
The register records 1994 as the year James first provided financial advice. The qualifications listed for James include Bachelor of Economics (Monash University, 1990) and Diploma of Financial Planning (DFP1-8) (Financial Planning Association of Australia, 1998).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Excludes SMSF.”
Reviews
Nobody has reviewed James Martin here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is James Martin a registered financial adviser?
Yes. James Martin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231066.
Which licensee does James Martin work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can James 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. It also records this restriction: "Excludes SMSF."