Martyn Francis Carroll – Financial Adviser

Adviser identifying number: 1250047
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 03/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: APOGEE FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 230689
Authorised Representative’s ABN: 28056426932

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: Advanced Diploma of Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Martyn Francis Carroll is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Deposit & Payment Products – Non-Cash 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