HomeFinancial AdvisersJuan Martinez – Financial Adviser

Juan Martinez – Financial Adviser

Adviser identifying number: 332625
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 08/06/2016
The date the Financial Adviser ceased the appointment: 11/04/2017
Name of the Authorised Representative: CHARTER FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 000234665
Authorised Representative’s ABN: 35002976294

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:

  • ASX Listed Products Accreditation Course – LPAC Online
  • Advanced Diploma of Financial Planning – Monarch Institute
  • Diploma of Financial Services (Financial Planning) – AAMC Training Group

Relevant memberships of professional bodies or industry associations:

Juan Martinez is authorised to provide advices on following products:

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