Angela Elizabeth Martyn – Financial Adviser

Adviser identifying number: 1000588
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989

Name of the licence holder: PERSONAL FINANCIAL SERVICES PTY LTD
Licence number: 227182
Licensee’s ABN: 45098359105
Licence controlled by:

The date the Financial Adviser commenced the appointment: 17/04/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PERSONAL FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 227182
Authorised Representative’s ABN: 45098359105

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:

  • Accredited Aged Care Professional – Aged Care Steps
  • Bachelor of Business – Economics and Finance – Royal Melbourne Institute of Technology
  • Certificate in Financial Markets – Securities Institute
  • Certified Financial Planner – Financial Planning Association of Australia
  • Estate Planning – University of Technology Sydney

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • SMSF Association

Angela Elizabeth Martyn is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility