Andrew James Martin – Financial Adviser

Adviser identifying number: 1004291
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: PEAK INVESTMENT HOLDINGS PTY LTD
Licence number: 304008
Licensee’s ABN: 17118685993
Licence controlled by:

The date the Financial Adviser commenced the appointment: 20/10/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PEAK INVESTMENT HOLDINGS PTY LTD
Authorised Representative identifying number: 000304008
Authorised Representative’s ABN: 17118685993

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• ASSOCIATE DIPLOMA IN FINANCE & INVESTMENT – SECURITIES INSTITUTE OF AUSTRALIA
• ASSOCIATE DIPLOMA IN FINANCE & INVESTMENT – SECURITIES INSTITUTE OF AUSTRALIA
• BACHELOR OF ECONOMICS – UNIVERSITY OF SYDNEY
• BACHELOR OF ECONOMICS – UNIVERSITY OF SYDNEY
• CERTIFICATE COMPETANCY RG146 SECURITIES,DERIVATIVES,FIN PLANNING, SUPER, MIS – QUANTUM
• CERTIFICATE COMPETANCY RG146 SECURITIES,DERIVATIVES,FIN PLANNING, SUPER, MIS – QUANTUM
• CERTIFICATE OF ATTAINMENT MARGIN LENDING TIER 1 – DEAKIN PRIME
• CERTIFICATE OF ATTAINMENT MARGIN LENDING TIER 1 – DEAKIN PRIME
• INVESTMENT MANAGEMENT WORKSHOP – HARVARD BUSINESS SCHOOL/CFA INSTITUTE
• INVESTMENT MANAGEMENT WORKSHOP – HARVARD BUSINESS SCHOOL/CFA INSTITUTE

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Chartered Accountants Australia and New Zealand (CA)
• Financial Services Institute of Australia
• Financial Services Institute of Australia
• Stockbrokers Association of Australia
• Stockbrokers Association of Australia
• Sydney Business Network
• Sydney Business Network

Andrew James Martin is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Managed Investment Schemes / MDA Services
• Securities