Vicki Martin – Financial Adviser

Adviser identifying number: 231603
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
Licence number: 223135
Licensee’s ABN: 24093733969
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/03/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: OBJECTIVE SOLUTIONS PTY LTD
Authorised Representative identifying number: 322622
Authorised Representative’s ABN: 54004004540

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:

• Advance Self Managed Superannuation Funds – Kaplan Professional
• Bachelor of Business – University of Technology, Sydney
• Certified Financial Planner (CFP) – Financial Planning Association of Australia (FPA)
• Certified Practising Accountant – CPA Australia (CPA)
• Margin Lending and Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• National Tax & Accountants Association (NTAA)

Vicki Martin 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