Steve Martin

Dome Financial Group

Gold
5 Yrs Experience
Newcastle East, NSW 2300

Recent reviews

Dome Financial Group

55 Shortland Esplanade
Newcastle East, NSW 2300

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 10
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We offer clients an exploration phone chat if you would like to discuss your requirements. No advice is provided during this session. We work with clients for one off coaching and advice work, as well as ongoing advice with fixed fee retainer agreements.

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.95
10 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Steve has really made a difference in how we feel about having enough. It all makes a lot more sense now. I feel confident we’ve got our money under control."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Steve has been able to assist us with transfering from working life to retired life in a manner that was easy to understand and very helpful."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My own financial behaviour had presented significant challenges for my life and I was keen to seek guidance from Steve. What I have been able to achieve has been facilitated by Steve’s skill as a communicator, his understanding of behaviours related to money and his technical expertise. Steve has introduced me to insight around my own financial behaviours that I have appreciated enormously. Steve’s particular skill is characterised by a respectful approach using active listening, whilst delivering what have often been confronting personal challenges about unhelpful behaviours. Steve’s guidance has provided me sound technical advice that is aligned with my goals and values as well as personal insights leading to sustainable change and prosperity. Steve has my sincere endorsement and gratitude."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve is extremely knowledgeable in all areas of finance and has helped me specifically with budgeting and being smart with money. I would (and have) highly recommend Steve for life and money advice, and to help point you in the right direction."

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have enormous gratitude to Steve for his care and guidance on my financial and emotional journeys. Steve takes the time to help me recognise and understand my drivers and my behaviour, and together we are developing a plan for the future which is not only financially sound, but closely aligned to my priorities. Steve blends his skills of listening, intuition and deep care for the individual to help me navigate my own financial landscape, and I am grateful for the better path that Steve is helping me to plan."

  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I have met with with Steve on a number of occasions. Steven is authentic and engaging. He is also a great listener. We were offered clear advise and helpful strategies to help us clear up our vision for the future. Now we are on the same page, we are able to speak openly about our finances with much less tension. Steve's genuine interest and care for people is evident. We highly recommend Steve."

  • Managing Debt
  • Self Managed SuperFunds
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve communicates clearly and transparently and doesn't over complicate things, making his advice easy to understand. I have, and will continue, recommended Steve's services to other."

  • Managing Debt
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has been outstanding, his guidance and advice is helping us reach our financial goals and plan for our future and retirement. He genuinely cares about his clients and understand relationships around money can be difficult. After a few years of marriage counselling making little difference, Steve’s support in guiding our discussions about our values, the future and money has helped my husband and I so much. We are communicating and understanding each other so much better."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very impressive and down to earth! Great communication and advice. I would highly recommend Steven to anyone seeking financial advice."

  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I trust Steve. He is transparent, honest and reliable. Steve has helped ease my anxiety around money, and given me the permission I needed to be confident in making financial decisions."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Swinburne University of Technology
Completed
2015

Securities and Managed Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Financial Brokers Association of Australia (FBAA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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