Martin Watson

 

Managing Director / Senior Financial Adviser
Certifications: CFP, Dip FM, Dip FP, SA Fin
 
 

 

Born and raised in Melbourne, Martin started in the financial services industry at a major banking institute in 1986 and worked in a variety of banking roles before moving to WA in 1991.

He commenced his financial planning career in 1996 as an adviser assistant before taking over an existing client base. After completing his CFP in 2001, Martin moved on to briefly work as a financial planner and stockbroker before managing a financial planning arm of a large accounting practice. In 2004, Martin formed his own financial planning business in partnership with Pat Sullivan and from 2005 they operated under a national licensee until 2016.

Today they proudly operate under Bellwether Financial Group Pty Ltd AFSL 479993 based in Perth, Western Australia. Martin is able to provide all services available under the license and specialises in self-managed superannuation funds, transitions to retirement and retirement planning. He also advises in margin lending, insurances and investments.

He prides himself on providing clients with realistic and practical advice to help them manage the transition from work to retirement while enjoying the lifestyle they desire. Martin and Pat hold similar values and ethical standards in the desire to help clients meet their objectives.

Outside of work, Martin is married to his beautiful wife Wendy and they have two daughters, Cassie and Sophia. Martin also has two other daughters Ashleigh and Jacqui from a previous marriage. In his spare time Martin enjoys music, travel, sport and working around the home property.

 

Corporate Documents

CPD Policy
Financial Services Guide - Martin Watson
Financial Services Guide - Patrick Sullivan
Privacy Policy

 

© Bellwether Financial Group

Bellwether Financial Group Pty Ltd
ABN 56 607 274 411 AFSL 479993

 

Address

Level 20 Exchange Tower
2 The Esplanade Perth WA 6000

PO Box Z5393 St Georges Tce
Perth WA 6831

 

Contact us

Monday - Friday
9am - 4.30pm

08 9225 4462
or 1800 236 652

Email us at:
admin@bellwetherfg.com.au