Dale Martens

Trident Private Wealth Financial Services Pty Ltd

Bronze

19 Yrs Experience

Glenelg, SA 5045

About Dale
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

Having started in the financial services industry in 2004, I began my career as a Financial Planner in Washington, USA before returning to Adelaide in 2008 where I have been guiding clients along their financial journey for the past 12 years.

I joined the team at Catapult Wealth in 2019 and believe that by educating clients it empowers them to make the right decisions at the right time.

Dale Martens

dale@catapultwealth.com.au

(08) 8172 9111

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Margin Lending
Aged Care
Complex Investments
Growing Assets
Wills & Estates

4.75 November 2020

dale has been a breath of fresh air with our self managed funds and helped us through the current covid crisis. he is easily contactable and knows our issues, advising on current world markets. very happy with Catapult Wealth

5.00 September 2020

Dale has given me advice in areas including loan products, self managed super funds and managing debt. Dale was usually able to explain things to me in a clear way. Through Dale's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Dale's full care and attention when I needed it.

Adviser status Bronze
Rating 4.88
Number of reviews 2
First year providing advice 2007
Years of experience 19
Highest qualification
- Diploma of Financial Services (Financial Planning)
Language spoken
- English

Trident Private Wealth Financial Services Pty Ltd

698 Anzac Hwy
Glenelg, SA 5045

Trident Private Wealth Financial Services Pty Ltd

AFSL 700433

Dale Martens

Trident Private Wealth Financial Services Pty Ltd

Expertise

My fees

Recent reviews

At a glance

Trident Private Wealth Financial Services Pty Ltd

Licensed by

Trident Private Wealth Financial Services Pty Ltd