Paul Robertson Martin
Financial Adviser in Hawthorne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259367
- Location
- Hawthorne VIC 3122
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 March 2004
- First provided advice
- 1999
- Qualifications
- Bachelor of Business (Business Administration), RMIT (1992); Post Graduate Diploma of Finance, Melbourne University (1994); Graduate Diploma of Applied Finance & Investment, FINSIA (2005); Margin Lending Accreditation Program, Deakin Prime/SDIA (2010); Ethics and Professional Relationships, QUT (2020)
- 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, standard margin lending, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Robertson Martin
Paul Robertson Martin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hawthorne, Victoria (adviser number 000259367).
Paul provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. That authorisation dates from 10 March 2004.
The register records 1999 as the year Paul first provided financial advice. Qualifications and training on file include Bachelor of Business (Business Administration) (RMIT, 1992), Post Graduate Diploma of Finance (Melbourne University, 1994) and Graduate Diploma of Applied Finance & Investment (FINSIA, 2005). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Paul is authorised to advise 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.
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Questions people ask
Is Paul Robertson Martin a registered financial adviser?
Yes. Paul Robertson Martin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259367.
Which licensee does Paul Robertson Martin work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Paul Robertson 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; standard margin lending; derivatives; managed discretionary account services.