Gavin Martin – Financial Adviser
Adviser identifying number: 306567
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 12/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE TRUSTEE FOR CORNERSTONE WEALTH TRUST
Authorised Representative identifying number: 440228
Authorised Representative’s ABN: 54373017644
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:
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Relevant qualifications and training: Advanced Diploma of Financial Services (Financial Planning) – Financial Planning Association
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Gavin 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
- Managed Investment Schemes / Own Managed Investment Scheme Only
- Retirement Savings Account Products
- Securities
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Margin Lending Facility / Standard Margin Lending Facility