Gareth Paul Martin – Financial Adviser

Adviser identifying number: 235901
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: ASSETPLAN FINANCIAL SERVICES PTY LTD
Licence number: 229613
Licensee’s ABN: 80092195572
Licence controlled by: TOLAN PTY. LTD.

The date the Financial Adviser commenced the appointment: 02/09/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ASSETPLAN FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 229613
Authorised Representative’s ABN: 80092195572

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:

• Bachelor of Economics – Monash
• Graduate Diploma of Applied Finance and Investment – Securities Institute of Australia
• Graduate Diploma of Financial Planning – Securities Insitute of Australia
• Master of Applied Finance – Macquarie University

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)
• Taxation Institute of Australia

Gareth Paul Martin 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
• FHSA Issued non ADI