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Martin Cooke

Financial Adviser

Bennett Wealth Group Pty Ltd
Red Hill, WA 6056

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About

Martin Cooke is an ASIC-registered financial adviser based in Red Hill, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, Martin's extensive knowledge is underpinned by strong academic and professional credentials. Martin holds an Advance Diploma of Business from Perth Tafe (1994), a Bachelor of Business (Finance & Management) from Edith Cowan University (1999), and a Post Graduate Diploma in Financial Planning from the Securities Institute of Australia (2005). Demonstrating his commitment to excellence, he became a Certified Financial Planner with the Financial Planning Association in 2009 and completed specialist training in Margin Lending and Geared Investments with Kaplan Education Pty Ltd in 2012. As a member of both the Financial Advice Association of Australia (FAAA) and the SMSF Association, Martin adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Martin today for a consultation and discover how his expertise can benefit you.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Wealth accumulation Superannuation strategies Insurance solutions Investment advice SMSF advice

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

000357917

Verify on ASIC Register

Authorised Representative Number

000263628

Verify on MoneySmart Register

Frequently Asked Questions

What services does Martin Cooke offer?

Martin Cooke provides comprehensive financial advice including superannuation advice, insurance solutions, wealth management strategies, and retirement planning.

What are Martin Cooke's qualifications?

Martin Cooke holds an Advance Diploma of Business, a Bachelor of Business (Finance & Management), a Post Graduate Diploma in Financial Planning, and is a Certified Financial Planner.

How does Martin Cooke develop a financial plan for his clients?

Martin works closely with each client to understand their unique financial situation, goals, and risk tolerance. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives.

What can I expect during my first meeting with Martin?

During your initial consultation, Martin will discuss your financial goals, gather information about your current financial situation, and explain how he can help you. This is an opportunity to ask questions and determine if Martin's services are the right fit for you.

What is the difference between Investment Life Insurance and Life Risk Insurance?

Investment Life Insurance combines life insurance coverage with an investment component, while Life Risk Insurance provides a payout in the event of death or disability without an investment component.

Get in Touch

Contact Martin 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.