Paul Martin

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CFP®

Authorised Representative: 000259367

Senior Private Client Adviser

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

Paul commenced in the industry in 1998 and has been with Morgans since 2002. Prior to this he worked with Ernst & Young as a Senior Accountant. Paul is a CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Accountant and Partner of the Martin Bros Team.

Services and specialities

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

Investment Style

The ability to draw on 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 (Business Administration), RMIT, 1992
  • Graduate Diploma of Finance, Melbourne University, 1994
  • Graduate Diploma of Applied Finance & Investment, FINSIA, 2005
Professional Associations
  • CERTIFIED FINANCIAL PLANNER®
  • Institute of Chartered Accountants Australia
  • Tax (Financial) Adviser
Approved Competencies
  • Derivatives Level 1
  • Derivatives Level 2
  • 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.