Martin Cossettini

Blue Diamond Financial Pty Ltd

Bronze
7 Yrs Experience
Bella Vista, NSW 2153
Backed with over 25 years of banking and finance experience, with 15 of these years working internationally in London, we love that Martin makes his international expertise accessible to everyone from young Aussie families to 45-year-old + individuals looking to “get there” – whether it be a strategy to build and protect wealth or simply be comfortable in retirement. Our team met Martin and found him to be passionate about educating individuals as part of the journey to reach their financial aspirations. Always placing client “best interests” at the core of everything that he does, Martin is a great local choice. Based in Sydney’s Hills District and Norwest region, Martin is happy to travel to meet with clients all around Sydney. Personable and approachable, Martin offers a FREE financial advisory consultation to determine only one thing- if he can put you in a better financial position (including all associated costs) than your present one. And if he can’t, he won’t take you on as a client. We think it’s certainly worth a call. Why not contact Martin today? 0498728243

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Our 4 Service Offering Modules: 1) Strategic Financial Plan 2) Investment Portfolio Statement 3) Personal Protection Plan 4) Estate Planning Clients are free to choose from 1=>4 of our service modules.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.80
  • Number of reviews 9
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualifications
    • Diploma of Financial Markets
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Blue Diamond Financial Pty Ltd

Suite 703, 12 Century Circuit
Bella Vista, NSW 2153

Opening hours

  • 8:00am – 12:00pm Saturday
  • 8:00am – 5:00pm Monday – Friday

Licensed by

FYG Planners Pty Ltd

AFSL 224543

4.80
9 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
4.85
Customer care
4.70
Likely to recommend
Showing reviews 1—9 of 9

Sort by

4.75

"Martin helped us go from 'floundering and doing nothing' to having a plan and a clear end goal. He understand that life changes and remains flexible in his approach to ensure that he caters to his clients ongoing and changing needs. He has made my husband and I feel confident in our financial future."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

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

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

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

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Martin has been able to simplify our approach to savings and investment, as well as provide advice on appropriate insurance coverage. His follow up is great and he has managed to consolidate multiple superfunds and provide a simple clear strategy. All costs are easy to understand and his approach lends us confidence in his advice. If he didn't push us we would still be saying we will do it (have a plan) one day. My wife and I thoroughly endorse his services."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"We would highly recommend Blue Diamond Financial to anyone seeking financial advice and planning to secure their future. Martin sourced the right products for us, ensured we understood the jargon and stays in regular contact . Martin made this easy!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Knows his stuff and is a good bloke to boot"

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

"Martin from BDF made complex matters simple and easy to understand with a step by step process that effectively reduced our tax liabilities whilst still being able to save for a comfortable retirement. We were hesitant at first paying for advice as we didn’t know who to trust and if it would be money well spent. But having someone there in your corner 24/7 to ask what may be considered stilly questions allowed us as a family to focus on living for today, while maintaining a close eye on where we are heading and being ready for what tomorrow may bring."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thank you Martin, you are great to deal with. You speak sense that I find easy to understand."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Martin has been nothing but professional in putting my well being and financial position first, he is very easy to talk with and helped explain many items which was at first confusing. He has given me advice on a wide variety of financial questions in regards to my future by improving my Superannuation and safe guarding my retirement. We now have great Superannuation that is invested for our future growth and have the ultimate cover that is perfect for our family."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Tax Agents Services Act (Commercial Law) (TASACLv1)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Markets

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
1999

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2016

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016
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