TRAVIS THOMAS MARTIN (Adviser# 000286760) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 2, 2018.
Register Name | Financial Advisers |
Adviser Name | TRAVIS THOMAS MARTIN |
Adviser Number | 000286760 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2005 |
Financial Service (AFS) Licence |
Licence# 000492134 MAS LICENSEE SERVICES PTY LTD |
Licence Controlled By |
Dieter TODE Travis MARTIN |
Adviser Start Date | 2018-08-02 |
Appointing Representative Name | THE TRUSTEE FOR THE MONUMENT UNIT TRUST |
Appointing Representative Number | 000469903 |
Appointing Representative ABN | 96856342862 |
Memberships | Financial Planning Association of Australia (FPA) |
|
Qualification / Degree | Institute / School |
---|---|
Advanced Diploma of Financial Services Financial Planning | Tribeca |
Bachelor of Commerce | Notre Dame University |
Bachelor of Laws | Notre Dame University |
CFP | FPA |
SMSF | Kaplan |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000492134 |
MAS LICENSEE SERVICES PTY LTD
Licence controlled by: Dieter TODE ~ Travis MARTIN |
2018-08-02 - | THE TRUSTEE FOR THE MONUMENT UNIT TRUST |
000492134 |
MAS LICENSEE SERVICES PTY LTD
Licence controlled by: Dieter TODE ~ Travis MARTIN |
2017-03-01 - 2018-08-01 | MAS LICENSEE SERVICES PTY LTD |
000475964 |
TWD LICENSEE SERVICES PTY LTD
Licence controlled by: Troy Blyth MacMillan Further restrictions: Not applicable |
2015-09-04 - 2017-02-28 | TWD LICENSEE SERVICES PTY LTD |
000238429 |
RI ADVICE GROUP PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
2014-12-05 - 2015-09-04 | RI ADVICE GROUP PTY LTD |
000232686 |
GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED |
2013-06-14 - 2014-11-26 | |
000232686 |
GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED |
2011-06-14 - 2014-11-26 | |
000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2010-05-25 - 2013-06-13 | |
000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2006-01-30 - 2007-10-23 | |
000230690 |
GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2005-04-01 - 2005-09-30 |
Licence Name | MAS LICENSEE SERVICES PTY LTD |
Licence Number | 000492134 |
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Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
Jurisdiction | Australia |
Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.