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Martin Watson CFP®

Martin Watson CFP®

About Me

Martin commenced his financial planning career in 1996. After completing his Diploma of Financial Planning, Martin moved on to work as a financial planner and stockbroker. He became a Certified Financial Planner in 2001.

In 2004, Martin co-founded his own financial planning business and from 2005 operated under a national licensee until 2016. Martin prides himself on providing clients with realistic and practical financial advice to help them manage the transition from work to retirement while enjoying the lifestyle they desire.

Martin specialises in self-managed superannuation funds, transitions to retirement and retirement planning. In addition, he also advises in margin lending, insurance and investments.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 28 Years
  • Licensed By
    Licensed By Bellwether Financial Group Pty Ltd
CERTIFIED FINANCIAL PLANNER®