Financial Adviser · MELBOURNE, VIC

David Roderick Ormiston Martin

MELBOURNE, VIC

44 Years experience

Tax advice
authorised

ASIC Registered · ADV 000247599

Currently at

Rancie Financial

Robina, QLD (firm address)

View firm profile

David Roderick Ormiston Martin is a financial adviser based in Melbourne, Victoria, with 44 years of experience in the financial services industry since 1982. David is currently authorised under Wpp Licensee Services, operating through Rancie Financial. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Dip Financial Planning (CFP) from Deakin University. David is a member of SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1998

Dip Financial Planning (CFP)

Deakin University

2013

SMSF Specialist Adviser

SMSFA

Registration History

Wpp Licensee Services Pty Ltd

Jul 2022 - Present Current

Ri Advice Group Pty Ltd

May 2021 - Jul 2022 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

Feb 2012 - May 2021 Ceased

Government Debentures, Stocks or Bonds: Class of product only.

Hillross Financial Services Limited

Jan 2004 - Dec 2011 Ceased

Source: ASIC Financial Advisers Register