MARTIN SMITH


Licensee: SECURINVEST FINANCIAL PLANNERS PTY. LTD.

MARTIN SMITH (Adviser# 001264060) 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 14, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name MARTIN SMITH
Adviser Number 001264060
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000223280
SECURINVEST FINANCIAL PLANNERS PTY. LTD.
Licence ABN 38005526992
Adviser Start Date 2018-08-14
Appointing Representative Name SECURINVEST FINANCIAL PLANNERS PTY. LTD.
Appointing Representative Number 000223280
Appointing Representative ABN 38005526992

Authorisations to provide financial product advice

  • MARTIN SMITH
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business RMIT
Certified Investment Management Analyst Certified Investment Management Analysts Society
Post Graduate in Applied Finance and Investment FINSA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000223280 SECURINVEST FINANCIAL PLANNERS PTY. LTD. 2018-08-14 - SECURINVEST FINANCIAL PLANNERS PTY. LTD.

Licensee Information

Licence Name SECURINVEST FINANCIAL PLANNERS PTY. LTD.
Licence Number 000223280
Licence ABN 38005526992

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
KAITLYN POBAR Securinvest Financial Planners Pty. Ltd. Current 2018-08-28
ANNA DUKESON Securinvest Financial Planners Pty. Ltd. Current 2018-08-21
DANIEL KHREISH Securinvest Financial Planners Pty. Ltd. Current 2018-01-24
JUSTIN SMALUCH Securinvest Financial Planners Pty. Ltd. Current 2018-01-23
AMANDA MICHELLE DRAFFIN Securinvest Financial Planners Pty. Ltd. Current 2017-05-23
LAURA KATHLEEN MOON Securinvest Financial Planners Pty. Ltd. Current 2017-05-05
ANATOLY RAYZMAN Securinvest Financial Planners Pty. Ltd. Current 2017-05-05
IRYNA RADZIKHOVSKA Securinvest Financial Planners Pty. Ltd. Current 2017-05-01
BILL KIOSSES Securinvest Financial Planners Pty. Ltd. Current 2017-04-28
COLIN SEAN GRIDLEY Securinvest Financial Planners Pty. Ltd. Current 2017-04-26

Competitor

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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.