Martin has more than 40 years’ experience in the financial services industry in roles as diverse as customer service, commercial loans, business banking, finance and financial markets. Over the years he has developed invaluable skills in finding robust financial solutions for individual customer requirements.
For the past 27 years Martin has focussed his skills in financial planning working with small, medium and institutional businesses.
He completed his Bachelor of Commerce, majoring in finance, in 1997 and his Advanced Diploma of Financial Planning in 2005. He is a fully qualified financial planner having passed all current exams and requirements.
As the father of adult children and grandchildren, Martin has a first hand understanding of the value of sound financial planning and the need to adjust and develop plans as life changes. Working closely with clients and Purely Finance staff over many years, Martin has helped grow the financial planning sector of the company. This has enabled the company to offer complete financial solutions for customers wishing to protect themselves and their families after having taken out a loan, those extending their investment portfolio or business ventures and the full range of retirement planning.