Martin Jakovics
Financial Adviser
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About
Martin Jakovics is an ASIC-registered financial adviser dedicated to helping individuals and families in Mona Vale and across Australia achieve their financial goals. With a Diploma of Financial Planning (FPAA, 2004), certification in Self Managed Superannuation Funds (Tribeca Learning, 2004), and as a Certified Financial Planner (CFP, FPAA, 2007), Martin brings a wealth of knowledge and experience to his clients. He has also completed studies in Margin Lending and Geared Investments (Kaplan, 2011) and is an Accredited Aged Care Professional (Aged Care Steps, 2015). As a member of the Financial Advice Association of Australia (FAAA), Martin adheres to the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, Martin specialises in superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Martin is committed to providing personalised, tailored advice to help you navigate the complexities of the financial landscape. Contact Martin today for a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Martin Jakovics offer?
Martin Jakovics provides advice on superannuation, insurance, wealth management, and retirement planning, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Martin Jakovics have?
Martin holds a Diploma of Financial Planning (FPAA), certification in Self Managed Superannuation Funds (Tribeca Learning), is a Certified Financial Planner (CFP, FPAA), and has completed studies in Margin Lending and Geared Investments (Kaplan) and is an Accredited Aged Care Professional (Aged Care Steps).
What can I expect during my first meeting with Martin?
During your initial consultation, Martin will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalised financial plan tailored to your specific needs.
How does Martin Jakovics stay up-to-date with the latest financial regulations?
As a member of the Financial Advice Association of Australia (FAAA), Martin is committed to ongoing professional development and adheres to the highest ethical and professional standards, ensuring he remains current with all relevant regulations.
What is the process for becoming a client of Martin Jakovics?
The process begins with an initial consultation to discuss your financial needs and goals. Following this, Martin will develop a tailored financial plan, which he will then implement and monitor, providing ongoing support and advice.
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