Serving the needs of high net wealth individuals and families, Martin provides wealth services that protects and builds wealth. Specialising in investment management, superannuation, and retirement planning, clients receive professional and specialist advice that is appropriate to their individual circumstances.
He regularly contributes thought leadership articles and newsletters on the current economic and investment climate to the industry. His financial analysis and researched insights allow individuals and organisations to make informed financial decisions for their future.
With a proactive approach to client service, Martin provides ongoing advice to clients keeping them abreast of regulatory changes that may affect their long-term goals and objectives.
Martin’s portfolio also includes providing investment services to not-for-profit and non-government organisations. Currently overseeing over $800m in client funds, Martin’s investment philosophy has stood the test of time.
Martin has been with the Sydney firm since 2001 and joined the partnership in 2008. Martin provides his clients with over 25 years of financial advisory experience.
Martin has been recognised in The Australian and Barron’s Top 150 Financial Advisers, placing #129 in 2024, and #128 in 2025.
Qualifications and memberships
- 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
