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.
I have been a client of David's for a number of years and have been extremely happy with his advice, knowledge, and level of service. He explains everything in an easy to understand manner and follows through with what he says he will do. I can't recommend him or his staff highly enough.
David has provided my wife and I with superannuation and retirement advice. He is able to explain financial concepts in simple and easy to understand language. Most of all he provides peace of mind which allows us to feel confident our retirement objectives are on track.
- Adviser status Silver
- Number of reviews 2
- First year providing advice 1997
- Years of experience 26
- Diploma of Financial Planning (1-8)
Martin Wealth Management Pty LtdShop 2, 28-30 President Avenue
Caringbah, NSW 2229
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call