Paul Martin
Principal - Martin Bros Australia Pty Ltd
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
