Martin John Francis
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000302008
- Location
- Sydney NSW 2000
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 9 June 2006
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Finance & Economics), University of New South Wales (1991); Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2006); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2009); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Martin John Francis
On the Financial Advisers Register kept by ASIC, Martin John Francis appears as a current financial adviser in Sydney, New South Wales, adviser number 000302008.
Martin provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. That authorisation dates from 9 June 2006.
According to the register, Martin first provided financial advice in 2006. The qualifications listed for Martin include Bachelor of Commerce (Finance & Economics) (University of New South Wales, 1991), Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2006) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2009).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Martin John Francis a registered financial adviser?
Yes. Martin John Francis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000302008.
Which licensee does Martin John Francis work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Martin John Francis 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."