Martin John Perry – Financial Adviser

Adviser identifying number: 1242579
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: DOYLE PARTNERS FINANCIAL SERVICES PTY LTD
Licence number: 482454
Licensee’s ABN:
Licence controlled by: DOYLE PARTNERS PTY LTD

The date the Financial Adviser commenced the appointment: 31/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DOYLE PARTNERS FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 482454
Authorised Representative’s ABN:

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 Commerce – The University of Newcastle
• Diploma of Financial Services (Financial Planning) – Kaplan
• Graduate Diploma (ICAA) – The Institute of Chartered Accountants
• Self Managed Superannuation Fund – Kaplan

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Taxation Institute of Australia

Martin John Perry is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation