Martin Milton
Financial Adviser
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About
Martin Milton is an ASIC-registered financial adviser based in Joondalup, WA, dedicated to helping clients achieve their financial goals with clarity and confidence. Martin holds an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) from Tribeca Learning (Aust) Pty Ltd, supplemented by specialist training in Margin Lending and Geared Investments from Kaplan Education Pty Ltd, and Self Managed Superannuation Funds from Kaplan. As a member of the Financial Advice Association of Australia (FAAA) and The Tax Institute, Martin adheres to the highest professional and ethical standards. He is authorised to provide advice on a comprehensive range of financial products, ensuring tailored strategies to suit each client's unique circumstances. Martin can provide advice on superannuation, insurance, wealth management and retirement planning. • Superannuation Advice • Retirement Planning • Wealth Management • Investment & Life Insurance • Life Risk Insurance Ready to take control of your financial future? Contact Martin today to arrange a consultation and discover how he can help you achieve financial security and peace of mind.
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Frequently Asked Questions
What types of financial advice does Martin Milton provide?
Martin Milton provides advice on superannuation, insurance, wealth management, and retirement planning. He is authorized to provide advice on a range of financial products, allowing him to create tailored strategies for your unique needs.
What are Martin Milton's qualifications?
Martin holds an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) from Tribeca Learning (Aust) Pty Ltd. He has also completed specialist training in Margin Lending and Geared Investments, and Self Managed Superannuation Funds from Kaplan.
How does Martin Milton's financial planning process work?
Martin's process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. He then develops a tailored financial plan, which he will discuss with you in detail. Following your approval, Martin will assist with implementing the plan and provide ongoing support and reviews to ensure it remains aligned with your evolving needs.
What can I expect during my first meeting with Martin Milton?
During your first meeting, Martin will focus on getting to know you and your financial circumstances. He will ask questions about your income, expenses, assets, liabilities, and your short-term and long-term financial goals. This information will help him to understand your needs and develop a personalized financial plan.
Is Martin Milton a member of any professional organizations?
Yes, Martin is a member of the Financial Advice Association of Australia (FAAA) and The Tax Institute, demonstrating his commitment to professional standards and ethical conduct.
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