Simon William Martin
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000268121
- Location
- Sydney NSW 2000
- Licensee
- Ord Minnett Limited (AFSL 237121)
- Authorised since
- 30 March 2022
- First provided advice
- 1987
- Qualifications
- Bachelor of Business, Charles Sturt University (1974); Graduate Diploma in Applied Finance and Investment, Securities Institute Australia (1988); Accredited Derivatives Adviser Level 2, Tribeca/ASX (2005); Superannuation Module, RMIT University (2007); Professional Diploma in Stockbroking, Deakin Prime (2010)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, retirement savings accounts, standard margin lending, derivatives, managed discretionary account services
- Register status
- Current
About Simon William Martin
Simon William Martin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000268121).
The licensee Simon advises under is Ord Minnett Limited (AFS licence 237121). The current authorisation started on 30 March 2022.
According to the register, Simon first provided financial advice in 1987. Qualifications and training on file include Bachelor of Business (Charles Sturt University, 1974), Graduate Diploma in Applied Finance and Investment (Securities Institute Australia, 1988) and Accredited Derivatives Adviser Level 2 (Tribeca/ASX, 2005).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, retirement savings accounts and standard margin lending, among 8 product areas in total.
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Questions people ask
Is Simon William Martin a registered financial adviser?
Yes. Simon William Martin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000268121.
Which licensee does Simon William Martin work under?
Ord Minnett Limited, Australian financial services licence 237121.
What can Simon William Martin give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; retirement savings accounts; standard margin lending; derivatives; managed discretionary account services.