Zone Team

Zone Financial has a growing team dedicated solely to helping our clients to achieve their life goals.

Our advisory team are all qualified professionals who bring together years of experience.  We believe strongly that experience without ongoing academic study is not sufficient nor acceptable to provide the highest levels of advice for our clients.  As such all of our advisory team are examined at least annually and are either progressing towards or have achieved Chartered & Certified Financial Planner status.

Our team is led by our directors Steve Martin, Steven Martin CFP^CM IMC and Michelle Martin, BA (Hons) dip IM.

Our latest appointment is Leontine McGuane who has joined us as a part time administrator and we are in discussions which may lead to an additional paraplanning resource.