Martin Duncan

Nexiacorp Financial Services Pty Ltd

Gold
23 Yrs Experience
Malaga, WA 6090

Recent reviews

Nexiacorp Financial Services Pty Ltd

Unit 8, 15 Bonner Drive
Malaga, WA 6090

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 11
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Advanced Diploma of Financial Services
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

There isn’t a one size fits all approach to our pricing. Depending on the priorities and requirements of our clients, we agree upfront a structure that best suits them. This could be a fixed fee or some other arrangement, which is explained at the initial free consultation. Transparency is key and we clearly outline the likely charges so there are no surprises.

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.85
11 Reviews
5
4
3
2
1
5.00
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Exceptional customer service and extremely knowledgeable, he is the guy who reads all the T's & C's and knows them back to front. Highly recommend"

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

"I have been using Martin Duncans services as a financial adviser for the last seven years. He has been very attentive to my needs even at very short notice. Over this time I have developed 100% trust and confidence in his analytical skills in my personal circumstances and he has been the cornerstone to my long term financial goals. An in depth knowledge, ability to explain and many years in his industry gives him the ability to see life bigger picture. Several of my friends and family have been referred to him as a result."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Expat Finance
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Martin has given us sound advice on various investment strategies, self managed superannuation and protecting our investments. He always makes himself available for our annual reviews when it suits us and is great with communicating via email as required between visits. I am confident he has our best interests in mind when discussing our options and consider him an integral part of our financial planning."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Martin has been a valuable asset to my financial planning as he is able to present the options in a clear way, weigh up my specific needs and implement the agreed strategy. He is sympathetic to individual circumstances and provides a balanced view of the current and future stages of my financial positions. His advice is logical, well explained and easily understood. I would recommend Martin's services to anyone looking to take control of their financial future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Martin's for a few years now. I feel confident that he has the required depth of knowledge to provide appropriate advice for my family's circumstances. He knows which questions to ask to get a full understanding of our situation. On top of his professional knowledge he is a clear communicator. Martin is able to explain which options might be suitable for me and my family, which options he prefers, and why. I am happy to confidently recommend him to my friends and family."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am an existing client of Martin Duncan and I have always found him very approachable and knowledgable. Martin is always easy to contact and provides comprehensive advice on all financial issues."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am an existing client of Martin's, and I am very happy with the advice and service I receive. Martin explains things clearly and always answers my questions promptly."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"We are new clients of Martin and have had no previous experience with financial planners/advisers. Martin was referred by a relative. Martin has assisted us with planning for our retirement within the next 2 years. Martin listens carefully, asked appropriate & necessary questions at our first meeting. During the meeting to present his proposal he was very thorough and took the time to explain everything very clearly. We did not feel rushed during our meetings. We now have a retirement plan in plan and are very confident that the advice provided by Martin's will meet our needs. Very happy to recommend Martin's services."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Martin is very knowledgeable and can give a clear advice in a variety of financial areas. He does that in a pleasant and personal way. I feel very confident that he gives the right advice for our financial circumstances. One call and he responds promptly. Just what we need."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Martin has provided excellent advice on a range of budgeting, pension and long-term financial planning goals for our family. Martin is very knowledgeable, and his service has been outstanding. Would recommend highly."

  • Expat Finance
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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