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- Natalie Alison Martin-booker
Natalie Alison Martin-booker
- Name
- Natalie Alison Martin-booker
- ID
- 335258
- ABN
- –
- First Provided Advice
- 2001
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1998 - Bachelor of Commerce & Management - - Lincoln University
- 2003 - Diploma of Financial Planning - - Financial Planning Association
- 2008 - Self Managed Superannuation Funds - - Kaplan
- 2011 - Certified Financial Planner - - Financial Planning Association
- 2011 - Margin Lending and Geared Investments - - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Cobalt Advisers Pty Ltd (#512550)
- Commenced
- May 15, 2024
- Ceased
- Nov. 22, 2024
- Status
- Ceased
- Licence Holder
- Sira Group Pty Ltd (#278423)
- Commenced
- Feb. 15, 2024
- Ceased
- April 4, 2024
- Status
- Ceased
- Licence Holder
- Wealthmed Financial Pty Ltd (#318926)
- Commenced
- May 15, 2023
- Ceased
- July 1, 2023
- Status
- Ceased
- Licence Holder
- Wealthmed Financial Pty Ltd (#318926)
- Commenced
- Oct. 24, 2017
- Ceased
- July 1, 2023
- Status
- Current
- Licence Holder
- Yield Wealth Pty ltd (#561874)
- Commenced
- Nov. 18, 2024
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
- Acn 130 288 578 Pty Ltd (#326450)
- Commenced
- March 1, 2015
- Ceased
- May 30, 2016
- Status
- Ceased
- Licence Holder
- Aps Melb Pty Ltd (#225982)
- Commenced
- April 19, 2010
- Ceased
- June 29, 2010
- Status
- Ceased
- Licence Holder
- Australasian Consulting And Investment Pty Ltd (#482362)
- Commenced
- May 30, 2016
- Ceased
- Oct. 25, 2017
- Status
- Ceased
- Licence Holder
- Sentry Financial Services Pty Ltd (#286786)
- Commenced
- Feb. 25, 2016
- Ceased
- May 30, 2016
- Status
- Ceased
- Licence Holder
- Wealthsure Pty Ltd (#238030)
- Commenced
- Aug. 3, 2010
- Ceased
- Feb. 28, 2015