A passionate and conscientious adviser, specialising in investment advice, with a proven track record with many years’ experience in the financial services industry.
Martin’s focus is on his client’s goals and investment portfolios. He has a thorough and in depth understanding of client’s tailored portfolios and specifically the companies that he recommends and the industries in which they operate. He provides regular communication with his analysis of how the companies progress over time and enjoys being on the pulse. These updates are well-received as it keeps his clients engaged and informed about their investments.
Martin holds a Professional Diploma in Stockbroking, Superannuation Accreditation and Securities and Managed Investments Accreditation from Deakin University, Margin Lending and Geared Investments Qualification from Kaplan Professional and a Portfolio Management Certificate from Macquarie University. He is registered with the Tax Practitioners Board as a Tax (Financial) Adviser and is a Practitioner Member of the Stockbrokers and Financial Advisers Association.
He is proud to be working for Stonehouse Group, a privately owned company that makes a difference, his clients will attest to that statement.
Working alongside his son Declan (Sydney based) is a rare and special opportunity.
Martin has clients throughout Australia and is available for appointments around the country. Locally, Martin is available for appointments at our Sunshine Coast and Brisbane offices.