Home

Suite 705

2 Queen Street

MELBOURNE VIC 3000

Postal Address

Box 592

COLLINS STREET WEST VIC 8007

Phone (03) 9620 0811

Fax: (03) 9620 2867

E-mail: info@jmfp.com.au

Call us to make an appointment for a no charge consultation to evaluate your financial situation and discuss your future.

JM Financial Planning ABN 71 475 266 094 is a Corporate Authorised Representative No 314317 of Australian Financial Services Limited ABN 50 116 900 362, which is the holder of Australian Financial Services License No 297239.f Australian Financial Services Limited ABN 50 116 900 362, which is the holder of an Australian Financial

John Martin

Authorised Rep No 243396

With 15 years’ experience in financial planning, John Martin has guided many people through the challenges of preparing for a secure financial future.

John’s areas of specialised expertise include:

· Investment and Superannuation Advice

· Redundancy Advice

· Pre & Post Retirement Planning

· Social Security Planning

· Salary Packaging

· Life Insurance

John is a member of Financial Planning Association of Australia, is a Certified Financial Planner, and is also a Certified Practising Accountant with an Financial Planning Specialist designation.

John grew up on a family farm in the Western District of Victoria. He studied accounting at Deakin University Warrnambool.

As a Certified Financial Planner, John undertakes to complete a minimum of 120 hours of Professional Development every 3 years.

John is a member of Financial Planning Association of Australia, is a Certified Financial

Bernie has recently joined the team at JM Financial Planning. He holds a Diploma of Financial Services (Financial Planning) and is an Authorised Representative of Australian Financial Services.

Bernie’s specialised areas are:

• Investment and Superannuation advice

• Pre and Post Retirement Planning

• Self Managed Super Funds (SMSF’s)

• Estate Planning

• Business Risk Management (SME’s)

• Life Insurance and Income Protection

Bernie was raised and educated in Hamilton, Western Victoria, and now lives in Ascot Vale with his wife Pru and three children.

Bernie Edmonds

Authorised Rep No 344409

John Martin Authorised Representative No 243396, Beryl Dawbin Authorised Representative No 243397 and Bernie Edmonds Authorised Representative No 344409 are authorised representatives of Australian Financial Services Limited ABN 50 116 900 362, which is the holder of Australian Financial Services License No 297239.f Australian

Beryl Dawbin

Authorised Rep No 243397

Beryl is a member of Financial Planning Association of Australia and is a Certified Financial Planner. With more than 10 years’ experience, Beryl’s motivation is a genuine concern for her clients’ needs.

Beryl’s areas of specialised expertise include: