Martin Fowler

Sydney

Partner - Wealth Management

Sydney Wealth Management

   (02) 8236 7776

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Professional Background

Martin has been with the firm since 2001 and is a Partner of the firm’s Wealth Management Division.

He provides advice to a large client base of high net wealth individuals and has particular expertise in the areas of superannuation, retirement planning and investment management. As well as leading the Pitcher Partners Sydney Wealth Management group, he is also a director of listed investment company Whitefield Limited. His skills ensure that his clients receive professional and specialist advice, appropriate to their individual circumstances.

Prior to joining the firm, Martin worked in the fields of accounting, financial analysis and financial advisory and has over 20 years of combined experience.

Martin Fowler is an authorised representative of the Pitcher Partners Sydney Wealth Management, ABN 85 135 817 766, AFS License 336950.

Areas of expertise

  • Investment Management
  • Retirement Planning
  • Superannuation
  • Aged Care Advice
  • NCAT Private Financial Management 

Industry Experience

  • Aged Care

Memberships & Qualifications

  • Bachelor of Business
  • Graduate Diploma in Financial Planning (Finsia)
  • Graduate Diploma in Applied Finance and Investment (Finsia)
  • Associate - Chartered Accountants Australia and New Zealand
  • Fellow - Finsia

Articles Published

Is it better to maximise concessional contributions or pay-off your home loan?

13th December 2018

Martin Fowler

-------- UNDERSTANDING THE PRE AND POST TAX COST OF HOME LOANS --------------- Home loans are paid off using after tax dollars. The effective afte...

Proposed abolition of franking credit refunds: A deep dive

12th December 2018

Martin Fowler

-------- PART A: THE PROPOSAL ------------------------------------------------ It is understood that an exemption will exist for charities, Not-fo...

Pitcher Partners Sydney Lending Services

25th September 2018

Martin Fowler

John brings over 10 years’ of experience in commercial banking to the team, recently leaving his post as NSW Segment Head at Macquarie Bank and ...

Transfer Balance Cap reporting

25th September 2018

Martin Fowler

.. Transfer Balance Cap (TBC) To refresh your understanding, the Transfer Balance Cap (TBC) is the threshold that caps the amount of savings that...

Model portfolio update

25th September 2018

Martin Fowler

-------- PART 1: AUSTRALIAN EQUITIES ----------------------------------------- .. Commentary: * Our Australian Equity model portfolio returned ...


Services & Specialisations

Succession Planning

Succession Planning

Forging the future of your business beyond the boundaries of today requires strategic plan...

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Superannuation Services

Superannuation Services

In an increasingly complex and regulated environment, engaging the right professionals to ...

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Philanthropy Services

Philanthropy Services

Where you are managing the wealth of you and your family, you might be looking for a meani...

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Investment Advisory Services

Investment Advisory Services

The investment advice and wealth management market is a difficult one to negotiate. There ...

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Sydney Wealth Management

Sydney Wealth Management

Pitcher Partners Sydney Wealth Management specialises in providing a range of advisory and...

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