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- Martin Richard Whitehead
Martin Richard Whitehead
- Name
- Martin Richard Whitehead
- ID
- 1005786
- ABN
- –
- First Provided Advice
- 2010
- Restrictions
- Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1999 - Bachelor of Commerce - - University of Melbourne
- 1999 - Bachelor of Laws - - University of Melbourne
- 2010 - Core 1: Securities & Managed Investments Accreditation Program - - Stockbrokers Association of Australia
- 2010 - Margin Lending Accreditation Program - - Stockbrokers Association of Australia
- 2012 - Diploma of Financial Services (Financial Planning) (FNS50804) - - Kaplan Professional Education
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)
Licencee
- Status
- Current
- Licence Holder
- Jan24 Investments Pty ltd (#516835)
- Commenced
- Feb. 3, 2020
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
- Morgan Stanley Wealth Management Australia Pty Ltd (#240813)
- Commenced
- Jan. 11, 2010
- Ceased
- Nov. 18, 2019