Jarrod Martin

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CFP®

Authorised Representative: 000259249

Senior Private Client Adviser

"Creating long-term financial success for our clients."

Jarrod commenced with Morgans in 2002. Prior to this he worked in financial services, trustee services and public practice accounting. Jarrod is a CERTIFIED FINANCIAL PLANNER® and Partner of the Martin Bros Team.

Services and specialities

  • Fixed Interest and Cash Management
  • Personal Insurance
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Stockbroking
  • Wealth Management

Investment Style

Jarrod and Paul Martin combine their strengths to provide a greater level of service to their clients. Their ability to draw on previous taxation, accounting and property experience, combined with the disciplines of financial planning and portfolio management ensures the result is a complete wealth management service, customised to achieve the particular long-term goals of the client.

Industry Education & Experience

Qualifications
  • Bachelor of Business (Property) , RMIT University, 1996
  • CERTIFIED FINANCIAL PLANNER®, FPA, 2001
  • Graduate Diploma of Financial Planning, FINSIA, 1999
Professional Associations
  • Member of the Financial Planning Association of Australia
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am a partner of Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Camberwell. My employer remunerates me as your adviser by way of salary. As a shareholder of Managing Wealth Pty Ltd, I may be entitled to a share of profits. As a Partner of Managing Wealth Pty Ltd, I will be entitled to a share of profits.