Paul Martin
CFP®, FFin, B.Bus, Grad Dip Fin Planning
ADVISOR - PRIVATE WEALTH MANAGEMENT
Paul commenced with Morgans in 2002 after working as a Senior Investment Advisor with a large independent national financial services firm. Prior to joining the financial services industry Paul worked with Ernst & Young for over four and a half years as a Senior Accountant in their Entrepreneurial Services division.
Paul is a Certified Financial Planner (CFP®), a Chartered Accountant (Financial Planning Specialist) and an Associate member of the Securities Institute of Australia. He has a Bachelor of Business from RMIT, a Diploma in Finance from Melbourne University and a Post Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia. Paul is a Level 1 & 2 Accredited Derivatives Advisor.
Paul was been a member of the Murdoch Children’s Research Institute Investment Committee from 2004 until 2014. He was employed by the Australian Stock Exchange (ASX) to lecture on several topics relating to investing, stock broking & financial planning. Paul was also Vice President, and Head of Finance for the Auburn Primary School Council 2012 to 2016.
Paul is Authorised Representative 259367 of Morgans.
Jarrod Martin
CFP®, CA, FFin, Grad Dip Fin & Inv, B.Bus
ADVISOR - PRIVATE WEALTH MANAGEMENT
Jarrod commenced with Morgans in 2002. Prior to this, Jarrod worked as a Senior Investment Advisor with a large national financial services firm since 1999 and also as a financial planner with a large Victorian trustee company in their Financial Services division.
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). Jarrod received the State Prize in his final subject (Investment Planning and the Financial Planning Process) of the SIA course and is a Level 1 Accredited Derivatives Advisor.
In the past Jarrod has also been contracted by the Australian Stock Exchange (ASX) to lecture on several topics relating to financial planning.
Jarrod is Authorised Representative 259249 of Morgans.
Cheyne Peat
Dip Fin Planning
Associate Advisor - Private Wealth Management
Cheyne joined Morgans in 2008 as a Junior Assistant before being promoted to Dealer Assistant. Cheyne became a Business Assistant for the Martin Bros. Team in 2011 and is responsible for the day to day administrative functions of the Team and provides advisory & paraplanning support.
Cheyne has completed a Diploma of Financial Planning.
Cheyne is Authorised Representative 1238857 of Morgans.
Stella Moses
Business Assistant - Private Wealth Management
Stella joined the Martin Bros. Team and Morgans in 2009. Prior to this she worked at AXA in Customer Service and Technical Support. Stella has an extensive background in Superannuation and Insurance and is responsible for the co-ordination of Self Managed Superannuation Fund (SMSF) administration within the Team.
Rochelle Gordon
Dip Fin Planning
EXECUTIVE ASSISTANT - Private Wealth Management
Rochelle commenced with Morgans in February 2006. Prior to this Rochelle worked with a boutique Accounting Firm in their Superannuation/Financial Planning Department as a senior account administrator. Prior to this Rochelle worked extensively in the banking and insurance sectors and has a vast level of customer service experience.
Rochelle has completed a Diploma of Financial Planning which aids her in the day to day administration of the Martin Bros. clients.