ABOUT US
At Martin Wealth Management, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.
Since we opened in 2009, Martin Wealth Management has become a leading provider of financial advice with a dedicated team who thrive on this everchanging, fast-paced environment.
MEET THE TEAM
DAVID MARTIN
CFP®, Dip FP, JP
PRACTICE PRINCIPLE
SENIOR FINANCIAL PLANNER
David is a Certified Financial Planner and the Director of Martin Wealth Management. With two decades of experience as a Financial Planner, David enjoys providing quality and understandable advice to his clients to secure their financial future. In addition to his deep knowledge of all financial planning matters, David’s has an ability to connect well with our clients, taking great pride in providing his clients with a financial roadmap and professional guidance in order to help them reach their full potential.
During his spare time, he enjoys camping and escaping the city with his wife and daughters.
JOANNE PALMER
CFP®, Dip FP, JP
SENIOR FINANCIAL PLANNER
Joanne is a Certified Financial Planner with over 25 years’ experience in the Financial Services Industry. She takes great pride in providing comprehensive financial advice to her clients and is passionate about making a difference. Her aim is to provide tailored solutions to help her clients reach their financial goals and build long lasting relationships on a foundation of trust.
KAREN IRVINE
DFP BSc
OFFICE MANAGER
Karen is the office manager at Martin Wealth Management Pty Ltd and oversees both the administration and compliance of the practice.
Karen has worked in the Banking & Finance industry for over 20 years in a variety of roles including Financial planning, lending and technical analyst.
During her spare time Karen enjoys spending time with her two children and cocker spaniels.