Paul Martin
Financial Adviser
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About
Paul Martin is an ASIC-registered financial adviser based in Hawthorne, VIC, dedicated to providing comprehensive and personalised financial solutions. With a strong academic foundation including a Bachelor of Business (Business Administration) from RMIT (1992), a Post Graduate Diploma of Finance from Melbourne University (1994), and a Graduate Diploma of Applied Finance & Investment from FINSIA (2005), Paul combines extensive knowledge with practical experience. He also holds Margin Lending Accreditation and has completed Ethics and Professional Relationships training. As a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA), Paul adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, ensuring clients receive well-rounded guidance tailored to their individual needs. This includes superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, derivatives, and government debt securities. Paul provides a suite of services designed to help you achieve your financial goals: • Superannuation Advice • Investment Strategies • Wealth Management • Insurance Solutions • Retirement Planning Ready to take control of your financial future? Contact Paul today to schedule a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What types of financial advice does Paul Martin offer?
Paul Martin provides advice on a broad range of financial products and services, including superannuation, investments, insurance, and wealth management strategies tailored to your individual circumstances. He is authorized to advise on securities, derivatives and government debt securities.
What qualifications and memberships does Paul Martin hold?
Paul holds a Bachelor of Business (Business Administration), a Post Graduate Diploma of Finance, and a Graduate Diploma of Applied Finance & Investment. He is also a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA).
How does Paul Martin approach financial planning?
Paul focuses on understanding your unique financial situation, goals, and risk tolerance. He then develops a personalized strategy designed to help you achieve your objectives, providing ongoing support and adjustments as needed.
What can I expect during my first meeting with Paul Martin?
During your initial consultation, Paul will discuss your financial goals, gather information about your current situation, and explain his approach to financial planning. This meeting is an opportunity for you to ask questions and determine if Paul is the right fit for your needs.
How can Paul Martin help me plan for my retirement?
Paul can help you develop a comprehensive retirement plan that considers your desired lifestyle, income needs, and risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you build a secure and comfortable retirement.
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