Creating long term financial success for our clients
Paul is a Certified Financial Planner (CFP®), a Chartered Accountant (Financial Planning Specialist) and an Associate member of the Securities Institute of Australia.
Jarrod is a Certified Financial Planner (CFP®) and an Associate of the Securities Institute of Australia. He has a Bachelor of Business from RMIT and a Post Graduate Diploma in Financial Planning from the Securities Institute of Australia (SIA).
This site is owned and operated by the Martin Brothers (Paul & Jarrod Martin) – Authorised Representatives of Morgans Financial Limited.
Our core purpose To create long term financial success for our clients.
Our core purpose is underpinned by our values.
Our core values are the backbone to how we provide our service. These are:
• Belief in what we are doing and recommending is in the client’s best interests
• Providing a greater level of certainty to clients about their financial future
• Our reputation and doing nothing that will put this at risk
By entering this website you are taken to have read the disclaimer pertaining to such:
Paul and Jarrod Martin are Authorised Representatives 259367 & 259249 of Morgans Financial Limited.
Morgans A.B.N. 49 010 669 726 AFSL 235410
A Participant of ASX Group
A Professional Partner of the Financial Planning Association of Australia