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Jarrod Martin
CFP®
Private Wealth Management
"Creating long-term financial success for my 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.
Investment Style
His 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.
Services and Specialties
Retirement and Estate Planning
Personal Insurance
Self-Managed Super Funds
Fixed Interest and Cash Management
Wealth Management
Stockbroking
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Bachelor of Business (Property)
Graduate Diploma of Financial Planning
CERTIFIED FINANCIAL PLANNER®
Associations
Member of the Financial Advice Association Australia
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Direct International Equities Trading Adviser
Securities
Superannuation
Derivatives Level 1
Margin Lending
Financial Planning
Tax (financial) Adviser
Generic
FASEA Financial Adviser Exam
Life Insurance
Managed Investments
ASIC Financial Advisers Register
I am a partner of Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. My employer remunerates me 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.
