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

  • Bachelor of Commerce & Management - Lincoln University
  • Certified Financial Planner - Financial Planning Association
  • Diploma of Financial Planning - Financial Planning Association
  • Margin Lending and Geared Investments - Kaplan
  • Self Managed Superannuation Funds - 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
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
Sira Group Pty ltd (#278423)
Commenced
Feb. 15, 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