Financial Adviser
· MELBOURNE, VIC
Martin James Sherwood
No disciplinary history on record with ASIC
MELBOURNE,
VIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254108
Martin James Sherwood is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry since 2009. Martin is currently authorised under Viridian Advisory, operating through Viridian Financial Group. 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 Bachelor of Commerce from La Trobe University. 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
2007
Bachelor of Commerce
La Trobe University
2008
Diploma of Financial Services (Financial Planning)
Kaplan Education
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2010
Margin Lending
Kaplan
2014
Self Managed Superannuation Funds
Monarch Institute
2020
MAI769 Ethics for Financial Services
Ethics - Deakin University