Martin Goodrich announced Victoria/Tasmania Financial Adviser of the Year
1 May 2012
We are pleased to announce Martin Goodrich of Goodrich Financial Services as recipient of the Securitor Victoria/Tasmania Adviser of the Year award.
A chartered accountant and financial adviser, with over 30 years experience, Martin's boutique Melbourne-based practice Goodrich Financial Services focuses on providing holistic, tailor-made solutions to high net worth clients and accumulators with unique needs.
“The Securitor national awards recognise practices and individual advisers, who demonstrate an exceptional level of service and business acumen, a commitment to continual development and above all, strive to deliver the very best advice to clients,” Matt Englund, Head of Dealer Groups, BT Financial Group.
“Martin's wealth of expertise in financial planning, accounting and taxation allow him to partner with clients to provide a holistic financial plan for their personal finances, their lifestyle and their business. He is widely recognised within the industry and has a longstanding relationship with Securitor, being part of Securitor Circle, a select group for peer leaders.”
Martin's practice Goodrich Financial Services specialises in estate and succession planning, super including self-managed super, direct equities and managed funds and intergenerational wealth transfer.
“Our key philosophy that we adopt is that we are the business partners of our clients and therefore, encourage clients to communicate with us on key issues that affect their business and personal lives,” says Martin.
Over the years Goodrich Financial Services has also been committed to several pro bono sponsorship and supportive roles including the Variety Club Bash, Fitted For Work – an organisation that assists women in finding suitable employment, Reach Youth and in the Monash University Departments of Pharmaceutical Science and Law.
After an enduring relationship with Securitor, Martin was honoured to receive the award.
“I was certainly very excited about winning the award as the Financial Adviser of the Year. It is recognition of the work of myself and the team at Goodrich Financial Services in ensuring that the financial wellbeing of our clients is our first priority. We understand the importance of quality advice and the delivery of strategies that drive this outcome.”