Paul Martin
CFP®
Principal - Martin Bros Australia Pty Ltd
"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.
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.
Services and Specialties
Stockbroking
Retirement and Estate Planning
Options and Warrants
Self-Managed Super Funds
Wealth Management
Fixed Interest and Cash Management
Personal Insurance
Qualifications and Professional Affiliations
Graduate Diploma of Finance
Graduate Diploma of Applied Finance & Investment
Ethics and Professional Relationships
Bachelor of Business (Business Administration)
Associations
Institute of Chartered Accountants Australia
CERTIFIED FINANCIAL PLANNER®
Member of the Financial Advice Association Australia
Competencies
Managed Investments
Financial Planning
Securities
Derivatives Level 2
Derivatives Level 1
Life Insurance
Superannuation
Margin Lending
Generic
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.
Paul is a Principal of Martin Bros Australia Pty Ltd which is a service entity to Managing Wealth Pty Ltd, the entity which owns and operates the Morgans Financial Limited - Hawthorn office. Paul is remunerated by way of salary and potential profit share from Martin Bros Australia Pty Ltd.
