Martin Drew Potts
Financial Adviser in Glenelg, South Australia, Australia
Review Martin Drew Potts
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 number000226101
- Location
- Glenelg SA 5045
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 10 August 2016
- First provided advice
- 1987
- Qualifications
- Certified Financial Planner, Financial Planning Association of Australia Limited (2000); Diploma of Financial Planning, Financial Planning Association of Australia Limited (2000); Self Managed Superannuation Fund (SMSF) Adviser Accreditation, Financial Essentials (2006); Margin Lending & Geared Investments, Kaplan Professional Education (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Martin Drew Potts
Martin Drew Potts is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Glenelg, South Australia (adviser number 000226101).
Martin provides advice as an authorised representative of Consultum Financial Advisers Pty Ltd, which holds Australian financial services licence 230323. That authorisation dates from 10 August 2016.
According to the register, Martin first provided financial advice in 1987. Qualifications and training on file include Certified Financial Planner (Financial Planning Association of Australia Limited, 2000), Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2000) and Self Managed Superannuation Fund (SMSF) Adviser Accreditation (Financial Essentials, 2006). Martin is recorded as a member of Financial Advice Association of Australia (FAAA).
Martin 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.
Reviews
Nobody has reviewed Martin Drew Potts here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Martin Drew Potts a registered financial adviser?
Yes. Martin Drew Potts is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000226101.
Which licensee does Martin Drew Potts work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Martin Drew Potts 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.