Martin Gee
Financial Adviser in Canberra, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005563
- Location
- Canberra ACT 2601
- Licensee
- Guideway Financial Services Pty Ltd (AFSL 420367)
- Authorised since
- 7 December 2017
- First provided advice
- 1995
- Qualifications
- Financial Planning Certificate, The Chartered Insurance Institute (1996); Level 3 Certificate in Financial Planning, The Chartered Insurance Institute (2008); FNS50804 Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2011); Graduate Diploma of Finance, Charles Sturt University (2018); Master of Applied Finance, Charles Sturt University (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- 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
- Restriction
- Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.
- Tax (financial) advice
- Yes
- Register status
- Current
About Martin Gee
Martin Gee is a financial adviser in Canberra, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 001005563.
The licensee Martin advises under is Guideway Financial Services Pty Ltd (AFS licence 420367). The current authorisation started on 7 December 2017.
According to the register, Martin first provided financial advice in 1995. Qualifications and training on file include Financial Planning Certificate (The Chartered Insurance Institute, 1996), Level 3 Certificate in Financial Planning (The Chartered Insurance Institute, 2008) and FNS50804 Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2011). Professional memberships recorded: 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 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: “Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.”
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Questions people ask
Is Martin Gee a registered financial adviser?
Yes. Martin Gee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005563.
Which licensee does Martin Gee work under?
Guideway Financial Services Pty Ltd, Australian financial services licence 420367.
What can Martin Gee 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: "Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised."