The Financial Planning Association of Australia The Financial Planning Association of Australia

Dianne Martin, CFP®


Name Dianne Martin, CFP®
Company Investicare Services Pty Ltd
Address 69b Mary Street
Shellharbour, NSW 2529
Phone 02 42976278
Email [email protected]

Dianne Martin* CFP® Certified Financial Planner, Dip FP - Diploma Financial Planning, FIFS- Fellow of the Institute of Financial Services, Practioner Member of the Association of Financial Adviser,JP- Justice of the Peace,

Financial Adviser and Proprietor Investicare Shellharbour

I commenced work in the financial services industry in 1985, and have been an authorised representative since July 1997
Prior to providing financial advice I held positions in customer service supervision, residential lending and branch management for a large financial institution. I also have experience in real estate sales, mortgage brokering and tax return preparation for individuals.

I have a diploma of Financial Planning from Deakin University. I am a member of the Financial Planning Association of Australia (FPA), the Association of Financial Advisers (AFA) and the Institute of Financial Service (IFS)
I hold the internationally recognised CERTIFIED FINANCIAL PLANNER ® qualification.

The services I am able to offer to my clients are:

Investment strategies including gearing and savings plans
Budget and cash flow planning
Debt management
Redundancy Advice
Superannuation advice, including salary sacrifice and consolidation strategies
Retirement planning
Personal insurance strategies
Aged Care planning and funding

My special interests are in superannuation, retirement and aged care planning

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