Martin Becker – Financial Adviser
Adviser identifying number: 411005
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence number: 331367
Licensee’s ABN: 89133593012
Licence controlled by: CLEARVIEW WEALTH LIMITED
The date the Financial Adviser commenced the appointment: 19/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CLEARVIEW FINANCIAL ADVICE PTY LTD
Authorised Representative identifying number: 331367
Authorised Representative’s ABN: 89133593012
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:
- CA – Institute of Chartered Accountants in Australia
- Diploma of Financial Services (Financial Planning) – Kaplan
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Martin Becker 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