Martin Richard Whitehead
Financial Adviser in Malvern, Victoria, Australia
Review Martin Richard Whitehead
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 number001005786
- Location
- Malvern VIC 3144
- Licensee
- JAN24 Investments Pty Ltd (AFSL 516835)
- Authorised since
- 3 February 2020
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce, University of Melbourne (1999); Bachelor of Laws, University of Melbourne (1999); Core 1: Securities & Managed Investments Accreditation Program, Stockbrokers Association of Australia (2010); Margin Lending Accreditation Program, Stockbrokers Association of Australia (2010); Diploma of Financial Services (Financial Planning) (FNS50804), Kaplan Professional Education (2012)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Chartered Financial Analyst Institute (CFA 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Martin Richard Whitehead
Martin Richard Whitehead is a financial adviser in Malvern, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001005786.
Martin provides advice as an authorised representative of JAN24 Investments Pty Ltd, which holds Australian financial services licence 516835. That authorisation dates from 3 February 2020.
The register records 2010 as the year Martin first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Melbourne, 1999), Bachelor of Laws (University of Melbourne, 1999) and Core 1: Securities & Managed Investments Accreditation Program (Stockbrokers Association of Australia, 2010). Martin is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Chartered Financial Analyst Institute (CFA Institute).
The authorisation covers advice 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 Richard Whitehead here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Martin Richard Whitehead a registered financial adviser?
Yes. Martin Richard Whitehead is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005786.
Which licensee does Martin Richard Whitehead work under?
JAN24 Investments Pty Ltd, Australian financial services licence 516835.
What can Martin Richard Whitehead 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.