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Jarrod Martin

Jarrod Martin

Financial Adviser

Morgans Financial Limited
Hawthorne, VIC 3122

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About

Jarrod Martin is an ASIC-registered financial adviser dedicated to helping individuals and families in Hawthorne, VIC, and beyond achieve their financial goals. With a solid foundation built upon a Bachelor of Business (Property) from RMIT University (1996) and a Graduate Diploma of Financial Planning from FINSIA (1999), Jarrod has been providing expert financial advice for over two decades. He further solidified his expertise by becoming a Certified Financial Planner (FPA) in 2001 and completing Ethics and Professional Relationships training at QUT in 2020. As a member of the Financial Advice Association of Australia (FAAA) and the Stockbrokers and Investment Advisers Association (SIAA), Jarrod 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, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives and Government Debt Securities. This breadth of knowledge allows him to create tailored strategies that address each client's unique circumstances. Jarrod's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment guidance • Retirement planning Ready to take control of your financial future? Contact Jarrod Martin today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Government Debt Securities Superannuation strategies Wealth accumulation Retirement planning Risk management Investment advice Insurance solutions

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000259249

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Jarrod Martin provide?

Jarrod Martin provides advice on a range of financial matters, including superannuation, insurance, wealth management, and investments. He can help you create a comprehensive financial plan tailored to your specific needs and goals.

What are Jarrod Martin's qualifications?

Jarrod holds a Bachelor of Business (Property) from RMIT University, a Graduate Diploma of Financial Planning from FINSIA, and is a Certified Financial Planner (CFP). He also completed Ethics and Professional Relationships training at QUT.

What is the process for becoming a client of Jarrod Martin?

The first step is to schedule an initial consultation. During this meeting, Jarrod will discuss your financial situation, goals, and concerns. He will then develop a tailored financial plan and work with you to implement it.

What should I expect during my first meeting with a financial adviser?

During your first meeting, you should expect to discuss your financial goals, current financial situation, and risk tolerance. The adviser will ask questions to gain a comprehensive understanding of your needs and provide an overview of how they can help you.

How does Jarrod Martin stay up-to-date with changes in the financial industry?

Jarrod is committed to ongoing professional development and regularly attends industry conferences, seminars, and training sessions. He is also a member of the Financial Advice Association of Australia (FAAA) and the Stockbrokers and Investment Advisers Association (SIAA), which provides access to the latest industry news and resources.

Get in Touch

Contact Jarrod directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.