Financial Adviser
· GLENELG, SA
Martin Drew Potts
No disciplinary history on record with ASIC
GLENELG,
SA
39
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000226101
Martin Drew Potts is a financial adviser based in Glenelg, South Australia, with 39 years of experience in the financial services industry since 1987. Martin is currently authorised under Consultum Financial Advisers. Martin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Martin's qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Martin is a member of Financial Advice Association of Australia (FAAA).
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
2000
Certified Financial Planner
Financial Planning Association of Australia Limited
2000
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2006
Self Managed Superannuation Fund (SMSF) Adviser Accreditation
Financial Essentials
2010
Margin Lending & Geared Investments
Kaplan Professional Education
Registration History
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register