Martin James Sherwood – Financial Adviser
Adviser identifying number: 1254108
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: VIRIDIAN ADVISORY PTY LTD
Licence number: 476223
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 27/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHERWOOD WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 1254105
Authorised Representative’s ABN: 68618621819
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 Program – Aged Care Steps
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan Education
- Bachelor of Commerce – La Trobe University
- Diploma of Financial Services (Financial Planning) – Kaplan Education
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Martin James Sherwood 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