Financial Adviser
· JOONDALUP, WA
Martin Milton
No disciplinary history on record with ASIC
JOONDALUP,
WA
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249802
About Martin Milton
Martin Milton is a financial adviser based in Joondalup, Western Australia, with 27 years of experience in the financial services industry since 1999. Martin is currently authorised under Symmetry Group, operating through Isidingo Investments. 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 Advanced Diploma of Financial Services (Financial Planning) from Tribeca Learning (Aust) Pty Ltd. Martin is a member of Financial Advice Association of Australia (FAAA) and The Tax Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca Learning (Aust) Pty Ltd
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2010
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2015
Self Managed Superannuation Funds
Kaplan