Vincent Thomas Martin

Name
Vincent Thomas Martin
ID
282912
ABN
First Provided Advice
1990

Qualifications

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

  • 2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association
  • 2004 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University
  • 2022 - SMSF Specialist Adviser - Certificate (AQF 1-4) - SMSF Professional Association

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
Afsl Licensee Pty. Ltd. (#518453)
Commenced
July 1, 2022
Ceased
Nov. 24, 2022
Status
Ceased
Licence Holder
Maven Capital Pty Ltd (#418504)
Commenced
Dec. 5, 2022
Ceased
July 10, 2023
Status
Ceased
Licence Holder
Maven Capital Pty Ltd (#418504)
Commenced
Feb. 12, 2021
Ceased
June 29, 2021
Status
Ceased
Licence Holder
Medroi Limited (#446292)
Commenced
Nov. 29, 2019
Ceased
July 2, 2020
Status
Ceased
Licence Holder
Octillion Partners Pty Ltd (#289621)
Commenced
Sept. 7, 2023
Ceased
March 15, 2024
Status
Ceased
Licence Holder
Sentry Advice Pty Ltd (#227748)
Commenced
Aug. 12, 2020
Ceased
Feb. 12, 2021
Status
Current
Licence Holder
Efp Wealth Pty ltd (#376420)
Commenced
March 25, 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
Dod Bookkeeping Pty Ltd (#328681)
Commenced
Aug. 12, 2019
Ceased
Sept. 27, 2019
Status
Ceased
Licence Holder
Esi Financial Services Pty Ltd (#224952)
Commenced
Oct. 10, 2016
Ceased
Dec. 1, 2017
Status
Ceased
Licence Holder
Insight Investment Services Pty Ltd (#309996)
Commenced
Oct. 20, 2010
Ceased
Feb. 15, 2012
Status
Ceased
Licence Holder
Securitor Financial Group Pty Limited (#240687)
Commenced
July 13, 2009
Ceased
Oct. 19, 2010
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
Sept. 1, 2014
Ceased
Sept. 9, 2016