Alex Martin
Investment Adviser
I help clients achieve their financial goals and objectives. I am focussed on building long-term client relationships.
Alex has been advising clients for over 7 years. Alex focusses on medium to long term portfolio construction. This involves a detailed analysis of clients financial goals and objectives.
Investment Style
Alex personalises his investment advice to ensure he delivers effective and independent advice based on each clients individual financial objectives. Alex's focus is on medium to long term portfolio growth. Alex has a background in accounting and financial advisory.
Services and Specialties
Portfolio Administration
Stockbroking
Self-Managed Super Funds
Investment Advice
Wealth Management
Qualifications and Professional Affiliations
Diploma of Financial Planning
Ethics and Professional Relationships
Bachelor of Commerce (Accounting)
Accredited Derivatives Advisers Level 1
Associations
No items found.
Competencies
Superannuation
Managed Investments
Securities
Generic
Derivatives Level 1
I am employed by Exchange Place Investments Pty Ltd. which operates the business of Morgans Financial Limited - Adelaide - Exchange Place. My employer remunerates me by way of percentage of fees.
