Financial Adviser · PYMBLE, NSW

Jacinta Martin

PYMBLE, NSW

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 001232754

Currently at

Orbit Wealth

Hurstville, NSW (firm address)

View firm profile

About Jacinta Martin

Jacinta Martin is a financial adviser based in Pymble, New South Wales, with 12 years of experience in the financial services industry since 2014. Jacinta is currently authorised under Adviser Services Hub, operating through Orbit Wealth. Jacinta holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacinta's qualifications include a Bachelor of Business (Finance) from Charles Sturt University. Jacinta is a member of Australian Financial Complaints Authority (AFCA) and Finance Brokers Association of Australia (FBAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Business (Finance)

Charles Sturt University

2013

Diploma of Financial Planning

Kaplan Professional

2015

Certificate IV in Finance and Mortgage Broking

International Institute of Technology Pty Ltd (IIT)

2016

Advanced Diploma of Financial Planning

Kaplan Professional

2017

Tier 1 Margin Lending

- Kaplan Professional

2024

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Adviser Services Hub Pty Ltd

Aug 2021 - Present Current

Capstone Financial Planning Pty Ltd

Jul 2019 - Aug 2021 Ceased

Akumin Financial Planning Pty Limited

Jun 2015 - Jul 2019 Ceased

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