STEVEN JAMES MARTIN


Licensee: INFOCUS SECURITIES AUSTRALIA PTY LTD

STEVEN JAMES MARTIN (Adviser# 001251188) 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 21, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEVEN JAMES MARTIN
Adviser Number 001251188
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000236523
INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence ABN 47097797049
Licence Controlled By STEINHARDT HOLDINGS PTY LTD
Adviser Start Date 2018-08-21
Appointing Representative Name INFOCUS SECURITIES AUSTRALIA PTY LTD
Appointing Representative Number 000236523
Appointing Representative ABN 47097797049
Memberships FBAA - Finance Brokers Association of Australia
Financial Planner AFP (FPA)
Further Restrictions SMSF excludes SMSF

Authorisations to provide financial product advice

  • STEVEN JAMES MARTIN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business Swinburne University of Technology
Diploma of Financial Planning Kaplan Professional
Securities and Managed Investments Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000236523 INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
Further restrictions: SMSF excludes SMSF
2018-08-21 - INFOCUS SECURITIES AUSTRALIA PTY LTD
000307379 PATRON FINANCIAL SERVICES PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
Further restrictions: SMSF excludes advice on Limited Recourse Borrowing Arrangements and advice to setup SMSF
2018-05-02 - 2018-08-20 PATRON FINANCIAL SERVICES PTY LTD
000234665 CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
2017-01-16 - 2018-02-19 CHARTER FINANCIAL PLANNING LIMITED

Licensee Information

Licence Name INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence Number 000236523
Licence ABN 47097797049

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JESSICA PAIGE HALL Infocus Securities Australia Pty Ltd Current 2018-08-30
CRAIG STEVEN MELDRUM Infocus Securities Australia Pty Ltd Current 2018-08-22
JEFFREY WILLIAM MITCHELL Infocus Securities Australia Pty Ltd Current 2018-08-22
REGINALD ARTHUR SHERIDAN Infocus Securities Australia Pty Ltd Current 2018-08-21
SCOTT DAVID MALCOLM Infocus Securities Australia Pty Ltd Current 2018-08-21
DAVID WARREN MCNEICE Infocus Securities Australia Pty Ltd Current 2018-08-21
MICHAEL LOUIS SCHEMBRI Infocus Securities Australia Pty Ltd Current 2018-08-21
NATHAN WHITFIELD Infocus Securities Australia Pty Ltd Current 2018-08-21
ROSS KONTOMINAS Infocus Securities Australia Pty Ltd Current 2018-08-07
MARK BOYD Infocus Securities Australia Pty Ltd Current 2018-08-07

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Dataset Information


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.