Financial Adviser · MELBOURNE, VIC

Gareth Paul Martin

MELBOURNE, VIC

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000235901

Currently at

Assetplan Financial Services

Melbourne, VIC (firm address)

View firm profile

About Gareth Paul Martin

Gareth Paul Martin is a financial adviser based in Melbourne, Victoria, with 24 years of experience in the financial services industry since 2002. Gareth is currently authorised under Assetplan Financial Services. Gareth holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gareth's qualifications include a Master of Applied Finance from Macquarie University. Gareth is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Taxation Institute of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1981

Bachelor of Economics

Monash

1994

Graduate Diploma of Applied Finance and Investment

Securities Institute of Austaralia

1996

Master of Applied Finance

Macquarie University

2005

Graduate Dimploma of Financial Planning

Securities Institute of Australia

2020

Ethics and Professionalism in Financial Advice FPC002B

Ethics - Kaplan

Registration History

Assetplan Financial Services Pty Ltd

Sep 2003 - Present Current

Assetplan Financial Services Pty Ltd

Sep 2003 - Mar 2009 Ceased

Source: ASIC Financial Advisers Register