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Financial Advisers: BERNARD MARTIN Information

This is the detailed information about BERNARD MARTIN, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000222020, the year the Financial Adviser first provided advice is 1970 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:09.

Financial Adviser Number: 000222020
Financial Adviser Name: BERNARD MARTIN
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1970
Adviser Town: Kalamunda
Adviser State: WA
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: RESPECT FINANCIAL SERVICES PTY LTD
    Licence Number: 000508000
    Licence ABN: 80624859758
    The company(ies) or people who control the licensee's business: David Paul THURBON
    The date the Financial Adviser commenced the appointment: 2019-02-26
    Authorised Representative Name: NORFOLK FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 001267582
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Authotisation excludes SMSF's, Securities and Margin Lending.
  2. Financial Adviser Status: Ceased
    Name of the licence holder: RESPECT FINANCIAL SERVICES PTY LTD
    Licence Number: 000508000
    Licence ABN: 80624859758
    The company(ies) or people who control the licensee's business: David Paul THURBON
    The date the Financial Adviser commenced the appointment: 2018-10-10
    The date the Financial Adviser ceased the appointment: 2019-02-25
    Authorised Representative Name: RESPECT FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000508000
    Rep Appointed ABN: 80624859758
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Respect Financial Services does not authorise me to provide advice in SMSF's, Securities or Margin Lending
  3. Financial Adviser Status: Ceased
    Name of the licence holder: GOLD FINANCIAL PTY LTD
    Licence Number: 000291389
    Licence ABN: 50113653946
    The date the Financial Adviser commenced the appointment: 2006-02-23
    The date the Financial Adviser ceased the appointment: 2018-10-08
    Authorised Representative Name: GOLD FINANCIAL PTY LTD
    Authorised Representative Number: 000291389
    Rep Appointed ABN: 50113653946
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Gold Financial does not allow me to provide advice in specific consumer credit assistance, general insurance, self managed superannuation funds, credit, securities and margin lending



Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.