Angus Martin

Angus Martin

Associate Adviser

Angus has the experience and technical skills to help guide clients through the financial advice process

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Areas of specialisation

Retirement planning
Defined benefit superannuation
Personal protection insurances
Budgeting, cashflow and savings

Career profile

15 years experience across investment portfolio management, financial planning and superannuation, including:

Paraplanner at Findex and MyState Wealth Management | Tasmanian Perpetual Trustees
Investment Officer at the Retirement Benefits Fund
Associate Equities Analyst at Aegis Equities Research

Professional qualifications

Diploma of Financial Planning 2014
Bachelor of Economics (Finance) 2007
Bachelor of Commerce (Marketing) 1997

Memberships and associations

Financial Planning Association of Australia

Personal interests

Spending quality time with family and friends
Exploring the great outdoors; paddling, bushwalking and mountain biking
Attending weekend kids soccer games and little athletics activities

Business Details

Level 14
39 Murray Street
Hobart TAS 7000


03 6165 2666

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