Everyone wants something different out of life, and accordingly, no two plans are the same. Our financial planners aim to get to know you, so they can guide you to where you want to be.
Martin is based on the Gold Coast and specialises in helping clients using our virtual and telephone advice offerings who prefer to have a meeting with their planner from the comfort of their own home or office.
He has 25 years’ experience as a Financial Planner, including 8 in Canberra providing expert advice on the CSC schemes. Prior to his move to Australia, Martin worked for a major financial institution in the UK and also ran his own successful Financial Planning business.
Clear communication and a good understanding of his client’s objectives are the hallmark of Martin’s success. He is passionate about the financial wellbeing of his clients and will always have their best interests at heart. As their trusted adviser he helps clients create, meet and review their desired financial goals and objectives.
Martin has completed a Master of Applied Finance and Graduate Diploma of Finance degrees. He is also a member of the Financial Planning Association of Australia.
just so you know
* Our authorised financial planners are authorised to provide advice by Guideway Financial Services (ABN 46 156 498 538, AFSL 420367). Guideway is a licensed financial services business providing CSC financial planners with support to provide members with specialist advice, education and strategies.
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