Meet The Team
Martin Watson
Managing Director / Senior Financial Advisor
Certifications: CFP, Dip FM, Dip FP, SA Fin
About Martin Watson
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.
Sh!tbox Rally 2025
I am pleased to announce that we're taking part in the Shitbox Rally, Winter 2025, with all teams driving their shitboxes from Perth to Darwin!
Shitbox Rally is the largest community lead fundraiser for Cancer Council in Australia and will be in its 15th year in 2025. The Winter rally raised funds target is set to $2,000,000 plus, and all these funds go to Cancer Council. We are extremely proud to be doing our part to support such a worthy charity.
To learn more and to donate, visit Sh!tbox Rally 2025.
Join Our Team
We place a large emphasis on consistently delivering a professional client-focused service and seek the input of our team on how we can continue to be leaders.
As trusted financial advisors, we are industry leaders and recognised as experts in our field.