Martin Potts
Financial Adviser
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About
Martin Potts is an ASIC-registered financial adviser based in Glenelg, South Australia, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With over two decades of experience in the financial services industry, Martin holds the Certified Financial Planner designation from the Financial Planning Association of Australia (now the FAAA), a Diploma of Financial Planning (2000), and SMSF Adviser Accreditation from Financial Essentials (2006). He also completed studies in Margin Lending & Geared Investments with Kaplan Professional Education (2010). As a member of the Financial Advice Association of Australia (FAAA), Martin adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Martin is dedicated to providing strategic financial advice to help you build, manage, and protect your wealth. • Superannuation advice and SMSF guidance • Wealth management and investment strategies • Retirement planning and income solutions • Insurance and risk management • Securities advice Ready to take control of your financial future? Contact Martin today to schedule a consultation and discuss your unique needs and objectives.
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Licence & Registration Details
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Frequently Asked Questions
What services does Martin Potts provide?
Martin Potts offers a wide range of financial services, including superannuation advice, wealth management, retirement planning, insurance and risk management, and investment strategies. He can also provide advice on securities and government debt securities.
What qualifications does Martin Potts have?
Martin Potts is a Certified Financial Planner with a Diploma of Financial Planning. He also holds SMSF Adviser Accreditation and has completed studies in Margin Lending & Geared Investments.
How does Martin Potts work with clients?
Martin works closely with each client to understand their individual financial situation, goals, and risk tolerance. He then develops a personalised financial plan to help them achieve their objectives. He emphasizes clear communication and ongoing support.
What can I expect during my first meeting with Martin?
During your initial consultation, Martin will discuss your current financial situation, your goals, and any concerns you may have. This meeting is an opportunity for you to get to know Martin and for him to understand your needs. There is no obligation to proceed after the initial consultation.
Is Martin Potts a member of any professional organizations?
Yes, Martin Potts is a member of the Financial Advice Association of Australia (FAAA).
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