Our goal is for you to achieve lifetime financial security.
We will structure an easy-to-follow financial plan for you that will both enrich and protect your day-to-day lifestyle.
We will regularly review your lifestyle needs and refresh your financial plan to keep you set on a prosperous path to retirement.
Established in Toowoomba and based on the Sunshine Coast, SMARTIN Financial Services has clients all over Australia.
Shane Martin - Owner/Director
Qualified Financial Planner and member of the FPA (Financial Planners Association) ~ Cert. IV Financial Services (Finance/Mortgage Broking) - Dip. Financial Services (Financial Planning) - Tax Practitioners Board Tax Adviser compliant registered as a Tax (Financial) Adviser.
Alicia McCaul - Paraplanner
Dip. Financial Planning (Financial Services)
Marissa Shaw - Client Relationship Manager
I cannot recommend Shane highly enough.
Whether it be for full financial advice or just reassurance that you are heading in the right direction, a call to Shane can only be beneficial to you, your lifestyle and your financial welfare.
Shane was recommended to me to help me find better Income Protection, Life and TPD insurance for both my husband and I.
Upon meeting Shane, we found him open, friendly, engaging and, above all, knowledgable and committed to finding the very best deal for us.
After that first visit with Shane, we have saved thousands a year on insurances and have had exclusions lifted… something we didn’t think possible.
Shane has also highlighted areas we can look at as well as better ways to utilise our money and our assets to give us maximum benefits whilst keeping the lifestyle we love.
His guidance will help us to keep the quality of life we have now, well into our retirement years.
When organising our finances and buying our first home, Shane Martin was with us the whole way!
He took us through each process step-by-step and
explained everything clearly.
Even to this day, if we have a question about our super,
insurance or regarding finance in general, Shane is more than happy to help us!
Since 2004, Shane has diligently looked after our financial business from home loans through to super and our insurances. He goes above and beyond and we appreciate his honesty and integrity in handling all our financial matters.
Wayne & Michelle Hodges
When I suggested to a good friend that I wouldn't mind investing in property John immediately recommended Shane as he had worked with him in achieving his family's goals. Since first meeting with Shane, I have realised my goal and found Shane pleasant, easy to work with, he returns phone calls, and barring outside influences, he delivers in the timeline he says he can. I would not hesitate to recommend Shane to anyone.
My husband and I have been involved with Shane for approx. 10 years. In that that time his advice, recommendations and ultimate results have been very beneficial to our financial aims and dreams. We would highly recommend his services.
We've been with Shane for many years now and he has always done great by us.
Excellent professional service and always keeping your best interests at the forefront of your dealings.
Please call or email for an appointment or submit a quick query below.
phone: 0409 514 059
office: Level 2, 12 Aerodrome Road, Maroochydore, Q, 4558
Authorised Representative no. 329623 of Spark Advisors Australia Pty Ltd ABN 34122486935
Australian Financial Services Licence 380552
All information is general in nature and may not be relevant to your individual circumstances. You should refrain
from doing anything in reliance on this information without first obtaining suitable professional advice.