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