Martin Milton
Financial Adviser in Joondalup, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249802
- Location
- Joondalup WA 6027
- Licensee
- Symmetry Group Pty Ltd (AFSL 426385)
- Authorised since
- 27 November 2024
- First provided advice
- 1999
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca Learning (Aust) Pty Ltd (2005); Diploma of Financial Services (Financial Planning), Tribeca (2005); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2010); Self Managed Superannuation Funds, Kaplan (2015)
- Memberships
- Financial Advice Association of Australia (FAAA); The Tax Institute
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Martin Milton
Martin Milton is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Joondalup, Western Australia (adviser number 000249802).
The licensee Martin advises under is Symmetry Group Pty Ltd (AFS licence 426385). The current authorisation started on 27 November 2024.
The register records 1999 as the year Martin first provided financial advice. The qualifications listed for Martin include Advanced Diploma of Financial Services (Financial Planning) (Tribeca Learning (Aust) Pty Ltd, 2005), Diploma of Financial Services (Financial Planning) (Tribeca, 2005) and Margin Lending and Geared Investments (Kaplan Education Pty Ltd, 2010). Martin is recorded as a member of Financial Advice Association of Australia (FAAA) and The Tax Institute.
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.
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Questions people ask
Is Martin Milton a registered financial adviser?
Yes. Martin Milton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249802.
Which licensee does Martin Milton work under?
Symmetry Group Pty Ltd, Australian financial services licence 426385.
What can Martin Milton 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.