Leanne Martinez

Peter McDonald

Senior Financial Adviser

Senior Financial Adviser

About me

I have been a financial professional for more than 25 years and am currently a Senior Financial Planner. I provide strategic financial advice and guidance, primarily to retirees and pre-retirees. I strive to give my best to each client and I feel that my experience and knowledge give me something truly beneficial to offer, whatever the challenge. I have a related degree and hold an Advanced Diploma of Financial Planning. I also hold the designation of Certified Financial Planner through the Financial Advisers Association of Australia  (FAAA).

It is both humbling and inspiring to be invited into the personal lives of individuals and families to learn what is important to them and to have a small part in shaping their financial futures. I have a strong desire to help which truly motivates me every day.

My family and friends are everything to me, and I have both in abundance. I have a daughter who attends Newman College in Churchlands and shares my love of swimming and water polo. My Mum and Dad enjoy good health and remain actively involved in the lives of their five sons, their daughters-in-law and their ten grandchildren.

I have a keen interest in wine and can talk about it all day long but especially enjoy sharing great wine with good food, great friends, and my family.