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5.00
1 Review

David Martin

Martin Wealth Management Pty Ltd

Silver
25 Yrs Experience
Caringbah, NSW 2229

Recent reviews

Martin Wealth Management Pty Ltd

Shop 2, 28-30 President Avenue
Caringbah, NSW 2229

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
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5.00

"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."

  • Government Assistance
  • Superannuation
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Government Assistance
  • Superannuation
  • Aged Care

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Diploma of Financial Planning (DFP 8) (Financial Plan Construction and Review)

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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