Strategic Financial Planner Newcastle
Steve Martin is a Financial Planner and Money Coach in Newcastle.
The Serious Stuff:
Steve has been in the financial services industry since 2010 and prior to joining Money Mechanics gained experience in business, banking, and finance as well as both supporting and advising roles in a boutique financial planning practice. Steve is an Authorised Representative (ASIC No. 1251188) of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL No. 236523. Steve is a Registered Tax Practitioner (Financial Services) Tax Agent Number 25835129.
Steve is a Certified Money Coach® (CMC) awarded by The Money Coaching Institute and has a passion for helping people with the subconscious and emotional reasons we don’t always do what we know we should with the money that flows through our lives. He is a Certified Financial Behavior Specialists® (FBS®) awarded by Financial Psychology Institute and has completed studies for a Graduate Certificate in Financial Psychology and Behavioural Finance with Creighton University in the US. Steve continues to learn about the psychology around people’s relationship with money and how that works in with the other relationships in their lives.
He has a Bachelor of Business (Finance) from Swinburne University of Technology and is also a qualified mortgage broker. With his experience in working with the debt that many people have been carrying Steve is driven to provide quality Strategic Debt Advice to guide and coach people on the path to minimise the strain it can have on personal cashflow.
The Fun Stuff:
When I am not focused on my two young boys and wife, living a life with fun and adventure is important.
Our family love the beach so we are involved in nippers. I am also a volunteer life guard and love to run. Even more if I can get into the bush trails.
In adulthood I developed a hunger for reading which feeds my curiosity and guides constant self development. I find a great amount of energy and focus from regular yoga practice. This creates space to keep me focused on what truly matters in life and helps me stay centered and present with the people I interact with.
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