Martin joined SWA Financial Planning in 2017, having completed a Bachelor of Economics and Finance at the University of Wollongong and a Graduate Diploma of Financial Planning with Kaplan Professional. Martin is also currently working towards a Masters of Financial Planning.

 

Working as a Financial Planner, Martin is involved in the preparation of financial advice, strategy and product research, reconciliation of client portfolios, generating fund profiles, and liaising with clients, fund managers and Centrelink.