Martin Jakovics

Financial Adviser

ASIC adviser number:

000263959

Qualifications and training:

2004, Diploma of Financial Planning, , Financial Planning Association of Australia
2004, Self Managed Superannuation Funds, , Tribeca Learning
2007, Certified Financial Planner Program (CFP), , Financial Planning Association of Australia
2011, Margin Lending and Geared Investments, , Kaplan Professional Education
2015, Accredited Aged Care Professional, , Aged Care Steps

When adviser first provided advice:

2003

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

Level 3 Suite 16, 1 Mona Vale Rd.
Mona Vale NSW 2103

Website:

https://retirebd.com.au/

AFS licence holder name:

Matrix Planning Solutions Limited

AFS licence number:

000238256

Licence controlled by:

Centrepoint Alliance Limited ~ Clearview Wealth Limited [Date Ceased: 30/11/2021]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».