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 institution in 1986 and worked in a variety of roles before moving to WA in 1991. He 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 advice to help them manage the transition from work to retirement while enjoying the lifestyle they desire and 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 is also a proud dad to Ashleigh and Jacqui. In his spare time Martin enjoys music, travel, sport and working around the home.

Martin is able to provide all services available under the Bellwether license and specialises in self-managed superannuation funds, transitions to retirement and retirement planning. In addition, he also advises in margin lending, insurances and investments. 

 

Corporate Documents

CPD Policy
Financial Services Guide - Martin Watson
Financial Services Guide - Stephen Davies
Privacy Policy

Bellwether Perth CBD Pty Ltd
ABN 53 647 486 502 ASIC No 1286717
Is a Corporate Authorised Representative of
Bellwether Financial Group Pty Ltd
ABN 56 607 274 411 AFSL 479993

Copyright 2021 Bellwether Financial Group

Address

Bellwether Perth CBD
Level 20 Exchange Tower
2 The Esplanade Perth WA 6000

PO Box Z5393 St Georges Tce
Perth WA 6831

 

 

 

Contact us

Monday to Thursday: 9am - 4pm
Friday: 9am - 3pm

P: 08 9225 4462 or 1800 236 652

Email us at: admin@bellwetherfg.com.au

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