Martin Francis
Financial Adviser
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About
Martin Francis is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through comprehensive and tailored advice. With a Bachelor of Commerce (Finance & Economics) from the University of New South Wales (1991) and a Diploma of Financial Services (Financial Planning) from Mentor Education Pty Ltd (2006), Martin possesses a strong educational foundation. He has also completed specialized training in Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2009) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011). Authorised to provide advice on a wide range of financial products, Martin specialises in superannuation, insurance, wealth management and retirement planning. He offers expertise in Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Martin is committed to providing clear, understandable, and actionable advice to help you make informed decisions about your financial future. • Superannuation advice and SMSF strategies • Comprehensive insurance solutions to protect you and your family • Wealth management strategies to grow and preserve your assets • Retirement planning to secure your financial future • Investment advice across a range of asset classes Ready to take control of your financial future? Contact Martin today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Martin Francis offer?
Martin Francis provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.
What qualifications does Martin Francis have?
Martin holds a Bachelor of Commerce (Finance & Economics) from the University of New South Wales, a Diploma of Financial Services (Financial Planning) from Mentor Education Pty Ltd, and specialized training in Self Managed Superannuation Funds and Margin Lending and Geared Investments from Kaplan Higher Education Pty Limited.
How does Martin Francis approach financial planning?
Martin takes a holistic approach to financial planning, focusing on understanding your individual needs and goals to develop a tailored strategy that helps you achieve your financial aspirations.
What should I expect during my first consultation with Martin Francis?
During your initial consultation, Martin will discuss your current financial situation, your goals for the future, and your risk tolerance. This allows him to gain a comprehensive understanding of your needs and develop a personalised plan.
Can Martin Francis help me with my Self-Managed Superannuation Fund (SMSF)?
Yes, Martin has specialized training in Self Managed Superannuation Funds and can provide advice on SMSF strategies and management.
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