Martin Allison | Financial Planner
Qualifications & Memberships:
- Certified Financial Planner®
- Bachelor of Commerce (Accounting & Finance), Monash University
- Graduate Diploma of Financial Planning
- Member of Financial Advice Association Australia (FAAA)
Martin is an award winning Certified Financial Planner® with over 18 years of advising experience, across a number of financial advice providers. He has a wide range of experience across all areas of financial planning and is suitably qualified to assist you, whatever your needs.
With his friendly and down-to-earth nature he is keen to build a strong relationship with you and understand your overall situation in depth, as well as your values, needs, and aspirations so he can tailor the best possible advice for your situation. Martin will help you manage your money in the most appropriate way for future growth and to maximise your Centrelink benefits.
Martin loves to travel and has visited over 50 countries and throughout Australia. He likes to pass on any travel tips he can for those planning holidays to make their time away even more enjoyable. He likes a beer and follows sport very closely, particularly cricket, football, and his beloved Pies.
"Martin has provided exceptional financial advice to us which has been easily understood at each step of the way."
Gerard & Kathryn McNamara
"Martin and Tamara were very professional and knowledgeable and set me up to have a worry free retirement. It was also very convenient to have all my appointments via zoom etc as I live in Bundoora. Martin took care of all my financial needs and completed my pension application. I feel confident that my financial future is in good hands."
Kaylene Carter
Financial Planners
