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- Martin Jan Wajda
Martin Jan Wajda
- Name
- Martin Jan Wajda
- ID
- 387436
- ABN
- –
- First Provided Advice
- 2010
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1997 - Bachelor of Business - Bachelor Honours Degree (AQF 8) - Griffith University
- 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Group
- 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan
- 2012 - Advanced Diploma of Financial Services(Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology
- 2013 - Self Managed Super Funds - Professional Designations - Mentor Education Group
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Akumin Financial Planning Pty Limited (#232706)
- Commenced
- Jan. 15, 2014
- Ceased
- Nov. 30, 2020
- Status
- Ceased
- Licence Holder
- Life Plan FP Pty Ltd (#449658)
- Commenced
- Dec. 1, 2020
- Ceased
- Jan. 14, 2022
- Status
- Ceased
- Licence Holder
- Lifespan Financial Planning Pty Ltd (#229892)
- Commenced
- Jan. 17, 2022
- Ceased
- May 8, 2026
- Status
- Current
- Licence Holder
- Australian Mortgage And Financial Advisers Pty ltd (#389206)
- Commenced
- May 8, 2026
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
- Advamode Financial Pty Ltd (#405652)
- Commenced
- July 5, 2013
- Ceased
- Nov. 6, 2013
- Status
- Ceased
- Licence Holder
- Consultum Financial Advisers Pty Ltd (#230323)
- Commenced
- May 13, 2013
- Ceased
- July 5, 2013
- Status
- Ceased
- Licence Holder
- M1-plan Pty Ltd (#300219)
- Commenced
- Nov. 7, 2010
- Ceased
- Aug. 4, 2011
- Status
- Ceased
- Licence Holder
- Strategic Planning Partners Pty Ltd (#230887)
- Commenced
- Sept. 20, 2011
- Ceased
- May 2, 2013