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  3. Martin John Perry

Martin John Perry

Name
Martin John Perry
ID
1242579
ABN
–
First Provided Advice
2008

Qualifications

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

  • 1998 - LAW204 Law of Business Organisations - Bachelor Degree (AQF 7) - University of Newcastle
  • 1998 - LAW230 Contract Law 1 - Bachelor Degree (AQF 7) - University of Newcastle
  • 2000 - ACFI307 Taxation B - Bachelor Degree (AQF 7) - University of Newcastle
  • 2000 - ACFI317 Taxation A - Bachelor Degree (AQF 7) - University of Newcastle
  • 2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
  • 2007 - CA Program - Graduate Diploma - Graduate Diploma (AQF 8) - Chartered Accountants ANZ
  • 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
  • 2008 - FNSFPLN501B Ethics - Diploma (AQF 5) - Kaplan Professional
  • 2015 - FNSSMS602A Apply taxation requirements when advising in self-managed superannuation funds - Diploma (AQF 5) - Kaplan Professional
  • 2015 - SMSF Advice - Professional Designations - Kaplan Professional

Memberships

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

  • Chartered Accountants Australia and New Zealand (CA ANZ)
  • Taxation Institute of Australia

Licencee

Status
Current
Licence Holder
Doyle Partners Financial Services Pty ltd (#482454)
Commenced
Oct. 26, 2022

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
Doyle Partners Financial Services Pty Ltd (#482454)
Commenced
May 31, 2016
Ceased
Dec. 31, 2021