With over a decade of experience in financial planning, Martin specialises in helping professionals and families make confident, informed financial decisions across every stage of life. His clients value his ability to turn complex strategies into clear, actionable plans that create lasting financial security.

As a Senior Adviser, Martin plays a key role in mentoring the Pivot adviser team and ensuring clients receive consistently high-quality advice across the business. He’s driven by helping clients build wealth strategically while staying focused on what matters most – freedom, choice, and peace of mind.

Areas of expertise

• Comprehensive wealth creation and investment strategy
  
• Superannuation and retirement planning
  
• Property and debt recycling strategies
  
• Tax minimisation and cash flow planning
  
• Wealth protection and risk management
  
• Coaching and development of advisers
  

Qualifications
Master of Applied Finance (Financial Planning) – Charles Sturt University
Bachelor of Commerce (Financial Planning and Accounting) – Deakin University

Martin’s passions: Health and fitness, travel, and a good long run on a Saturday morning.