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Gavin Martin

Financial Adviser

Cornerstone Wealth Pty Ltd / Cornerstone Wealth Group Pty Ltd
Nunawading, VIC 3131

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About

Gavin Martin is an ASIC-registered financial adviser dedicated to helping individuals and families in Nunawading and across Victoria achieve their financial goals. With a strong educational foundation including a Bachelor of Business (Accounting) and a Bachelor of Computing from LaTrobe University (1997), along with an Advanced Diploma of Financial Services (Financial Planning) from the Financial Planning Association (2004), Gavin provides comprehensive and tailored advice. Gavin stays up-to-date with the latest industry standards, completing Ethics and Professionalism in Financial Advice training with Kaplan in 2021. As a member of the SMSF Association, he possesses specialist knowledge in self-managed super funds. Authorised to provide advice on a broad range of financial products, Gavin offers expert guidance on superannuation, insurance, wealth management, and retirement planning. His authorisations extend to investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Gavin today for a consultation and personalised financial plan.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Management Insurance Solutions SMSF Advice Investment Strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000537488

Verify on ASIC Register

Authorised Representative Number

000306567

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Gavin Martin offer?

Gavin Martin provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He creates tailored plans to help you achieve your financial goals.

What are Gavin Martin's qualifications and experience?

Gavin holds a Bachelor of Business (Accounting), a Bachelor of Computing, and an Advanced Diploma of Financial Services (Financial Planning). He is also a member of the SMSF Association and has completed Ethics and Professionalism in Financial Advice training.

How does the financial planning process work with Gavin Martin?

The process typically involves an initial consultation to understand your financial situation and goals, followed by the development of a personalised financial plan. Gavin will then help you implement the plan and provide ongoing support and reviews.

What should I expect from a consultation with Gavin Martin?

You can expect a professional and informative consultation where Gavin will listen to your needs, assess your financial situation, and provide clear and understandable advice. He aims to build long-term relationships based on trust and transparency.

Does Gavin Martin specialise in SMSF advice?

Yes, as a member of the SMSF Association, Gavin has specialist knowledge in self-managed super funds and can provide expert advice on all aspects of SMSF management.

Get in Touch

Contact Gavin 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.