David Martin
Martin Wealth Management Pty Ltd
Silver
26 Yrs Experience
Caringbah, NSW 2229
David is the practice principal of Martin Wealth Management (Corporate Authorised Representative of RI Advice Group) located at Caringbah in the Sutherland Shire.
David is a Senior Financial Adviser and has extensive experience in the banking & financial planning industry over the past 20 years. He
hold a Diploma of Financial Planning, Diploma of Finance & Mortgage Brokering and holds the internationally recognised Certified Financial Planner qualification that means
you have assurance that he works to the highest professional and ethical standards.
David’s integrity, along with his personal approach is widely acknowledged.
Recent reviews
At a glance
-
Adviser status
Silver
- Rating
- Number of reviews 2
- First year providing advice 1997
- Years of experience 26
-
Highest qualification
- Diploma of Financial Planning (1-8)
-
Language spoken
- English
Martin Wealth Management Pty Ltd
Shop 2, 28-30 President AvenueCaringbah, NSW 2229
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
-
In person
-
Phone
-
Video call
Licensed by
RetireInvest
AFSL 238429
