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