Serving the needs of high net wealth individuals and families, Martin provides wealth services that protects and builds wealth. Specialising in superannuation, self-managed super funds, retirement planning and investment management, clients receive professional and specialist advice that is appropriate to their individual circumstances.
Martin’s trusted advice has been acknowledged by the Guardianship Division of the NSW Civil and Administrative Tribunal (NCAT) multiple times; being nominated to act as a financial adviser for individuals incapable of making decisions due to poor mental health or dementia.
With a proactive approach to client service, Martin provides ongoing advice to clients to keep them abreast of regulatory changes that may affect their long-term goals and objectives. He regularly contributes thought leadership articles and newsletters on the current economic and investment climate to the industry. His financial analysis and researched insights allow individuals and organisations to make informed financial decisions for their future.
Martin’s portfolio also includes providing investment services to not-for-profit (NFP) and non-governmental organisations (NGOs). Managing over $1.7 billion in client funds, Martin’s investment philosophy protects and grow organisation’s asset base. He also takes into consideration clients’ ethical mandates when investing their funds.
Martin has been with the Sydney firm since 2001 and joined the partnership in 2015.
Martin was recognised in The Australian and Barron’s Top 150 Financial Advisers 2024, placing #129.
Qualifications and memberships
- Bachelor of Business
- Graduate Diploma in Financial Planning (Finsia)
- Graduate Diploma in Applied Finance and Investment (Finsia)
- Associate – Chartered Accountants Australia and New Zealand
- Fellow – Finsia
