Daniel Martinez

Financial Adviser

ASIC adviser number:
000325318
Qualifications and training:

1993, Bachelor of Business (Accounting), Bachelor Degree (AQF 7), Deakin University
1996, Chartered Accountant Program (CA), Professional Designations, Chartered Accountants Australia and New Zealand
1999, Graduate Diploma in Applied Finance and Investment, Graduate Diploma (AQF 8), Securities Institute
2006, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Financial Services Institute of Australia (FINSIA)
2010, Margin Lending and Geared Investments, Other, Kaplan Higher Education Pty Limited
2011, Self Managed Superannuation Funds, Other, Kaplan Higher Education Pty Limited
2021, Accredited Aged Care Professional, Other, Aged Care Steps
2021, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education Pty Limited

When adviser first provided advice:
2004
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Location:
337 ASCOT VALE Rd
Moonee Ponds  VIC  3039
AFS licence holder name:
Akumin Financial Planning Pty Limited
AFS licence number:
000232706
Licence controlled by:
Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024] ~ Amp Holdings Pty Limited [Date Ceased: 06/10/2023] ~ Amp Wealth Management Holdings Pty Ltd [Date Ceased: 06/10/2023] ~ National Mutual Funds Management (Global) Pty Limited [Date Ceased: 06/10/2023]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».