Myles James Martin
Financial Adviser in Shepparton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000469825
- Location
- Shepparton VIC 3630
- Licensee
- Ozplan Financial Services Pty Ltd (AFSL 221235)
- Authorised since
- 8 December 2014
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Planning, Mentor Education (2012); Advanced Diploma of Financial Services, Mentor Education (2015); Advanced Diploma of Financial Planning, Kaplan Professional (2021); Graduate Diploma of Financial Planning, Kaplan Professional (2025)
- 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 Myles James Martin
Myles James Martin is a financial adviser in Shepparton, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000469825.
Advice is given under the Australian financial services licence of Ozplan Financial Services Pty Ltd, licence number 221235. The current authorisation started on 8 December 2014.
According to the register, Myles first provided financial advice in 2006. The qualifications listed for Myles include Diploma of Financial Planning (Mentor Education, 2012), Advanced Diploma of Financial Services (Mentor Education, 2015) and Advanced Diploma of Financial Planning (Kaplan Professional, 2021).
Myles is authorised to advise 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 Myles James Martin a registered financial adviser?
Yes. Myles James Martin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000469825.
Which licensee does Myles James Martin work under?
Ozplan Financial Services Pty Ltd, Australian financial services licence 221235.
What can Myles James Martin 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.