Financial Adviser · MALVERN, VIC

Martin Richard Whitehead

MALVERN, VIC

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 001005786

Currently at

Avant Capital

Malvern, VIC (firm address)

View firm profile

About Martin Richard Whitehead

Martin Richard Whitehead is a financial adviser based in Malvern, Victoria, with 16 years of experience in the financial services industry since 2010. Martin is currently authorised under Jan24 Investments, operating through Avant Capital. Martin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Martin's qualifications include a Bachelor of Commerce from University of Melbourne. Martin is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Chartered Financial Analyst Institute (CFA Institute).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Commerce

University of Melbourne

1999

Bachelor of Laws

University of Melbourne

2010

Core 1: Securities & Managed Investments Accreditation Program

Stockbrokers Association of Australia

2010

Margin Lending Accreditation Program

Stockbrokers Association of Australia

2012

Diploma of Financial Services (Financial Planning) (FNS50804)

Kaplan Professional Education

Registration History

Jan24 Investments Pty Ltd

Feb 2020 - Present Current

Morgan Stanley Wealth Management Australia Pty Ltd

Jan 2010 - Nov 2019 Ceased

Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.

Source: ASIC Financial Advisers Register