Martin Speiser – Financial Adviser
Adviser identifying number: 240013
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992
Name of the licence holder: MASU FINANCIAL MANAGEMENT PTY LTD
Licence number: 231140
Licensee’s ABN: 78069358498
Licence controlled by:
The date the Financial Adviser commenced the appointment: 07/10/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MASU FINANCIAL MANAGEMENT PTY LTD
Authorised Representative identifying number: 231140
Authorised Representative’s ABN: 78069358498
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:
- B Comm – University of NSW
- Certified Financial Planner – Financial Planning Association
- Diploma of Financial Planning – Financial Planning Association
- Diploma of Mortgage Lending – Securities Institute
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
Martin Speiser 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