Financial Adviser · MOONEE PONDS, VIC

Daniel Eduardo Martinez

MOONEE PONDS, VIC

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000325318

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Daniel Eduardo Martinez is a financial adviser based in Moonee Ponds, Victoria, with 22 years of experience in the financial services industry since 2004. Daniel is currently authorised under Akumin Financial Planning. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Bachelor of Business (Accounting) from Deakin University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1993

Bachelor of Business (Accounting)

Deakin University

1996

Chartered Accountant Program (CA)

Chartered Accountants Australia and New Zealand

1999

Graduate Diploma in Applied Finance and Investment

Securities Institute

2006

Graduate Diploma of Financial Planning

Financial Services Institute of Australia (FINSIA)

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2011

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2021

Accredited Aged Care Professional

Aged Care Steps

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Mar 2011 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register