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Andrew James Martin

Name
Andrew James Martin
ID
1004291
ABN
–
First Provided Advice
2002

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1982 - BACHELOR OF ECONOMICS - - UNIVERSITY OF SYDNEY
  • 1989 - ASSOCIATE DIPLOMA IN FINANCE & INVESTMENT - - SECURITIES INSTITUTE OF AUSTRALIA
  • 2003 - CERTIFICATE COMPETANCY RG146 SECURITIES,DERIVATIVES,FIN PLANNING, SUPER, MIS - - QUANTUM
  • 2015 - CERTIFICATE OF ATTAINMENT MARGIN LENDING TIER 1 - - DEAKIN PRIME
  • 2016 - INVESTMENT MANAGEMENT WORKSHOP - - HARVARD BUSINESS SCHOOL/CFA INSTITUTE
  • 2021 - FASEA Financial Adviser Exam - Other - FASEA

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Chartered Accountants Australia and New Zealand (CA ANZ)
  • Chartered Financial Analyst Institute (CFA Institute)
  • Chartered Institute for Securities and Investment
  • Stockbrokers and Investment Advisers Association (SIAA)

Licencee

Status
Current
Licence Holder
Peak Investment Holdings Pty ltd (#304008)
Commenced
Oct. 20, 2008

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Navin Asset Management Pty Ltd (#436596)
Commenced
Dec. 10, 2013
Ceased
Dec. 12, 2019