Martin Speiser
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000240013
- Location
- Sydney NSW 2000
- Licensee
- Masu Financial Management Pty Ltd (AFSL 231140)
- Authorised since
- 7 October 2003
- First provided advice
- 1992
- Qualifications
- Bachelor of Commerce, University of New South Wales (1986); Certified Financial Planner, Financial Planning Association (1995); Chartered Accountant Program, Chartered Accountants Australia and New Zealand (1999); Diploma of Financial Planning, Financial Planning Association (1999); Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2019)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); 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 Speiser
Martin Speiser is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000240013).
Martin provides advice as an authorised representative of Masu Financial Management Pty Ltd, which holds Australian financial services licence 231140. That authorisation dates from 7 October 2003.
The register records 1992 as the year Martin first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of New South Wales, 1986), Certified Financial Planner (Financial Planning Association, 1995) and Chartered Accountant Program (Chartered Accountants Australia and New Zealand, 1999). Martin is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Martin Speiser a registered financial adviser?
Yes. Martin Speiser is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000240013.
Which licensee does Martin Speiser work under?
Masu Financial Management Pty Ltd, Australian financial services licence 231140.
What can Martin Speiser 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.