SPECIALISATION

Martin
Sherwood

Executive Advisor
Melbourne
Victoria
IN THEIR OWN WORDS

Martin Sherwood is a financial advisor with over 15 years of experience and specialises in aged care, retirement planning, and investment advice. A member of the Financial Advisers Association Australia (FAAA), Martin was awarded the Financial Adviser of the Year award at Viridian in 2019.

Martin is a passionate and dedicated financial advisor committed to helping his clients achieve their financial goals. He takes a holistic approach to financial advice and works closely with his clients to develop a financial plan tailored to their needs. Martin is also a trusted advisor available to guide and support his clients throughout their financial journey.

Qualifications and Memberships

  • Bachelor of Commerce

  • Advanced Diploma of Financial Services (Financial Planning)

  • Accredited Aged Care Professional Program

  • Member of the Financial Advice Association of Australia
SPECIALISATION
Aged Care
Aged
Care
Cash Flow Management
Cash
Flow
Management
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super

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