Stacey Martin

Stacey-Martin
Stacey Martin is known for her passion for networking and connecting

A colleague once said ” if you look up networking in the dictionary you will find a photo of Stacey!”

Financial Services was Stacey’s first career shortly after the float of the Australian dollar. As a Corporate FX dealer with a number of merchant banks, Stacey worked with importers and exporters to manage their currency exposures.

Transitioning into Financial Planning in 1994 with Deutsche Bank, Stacey’s focus was on assisting clients to build their wealth with comprehensive strategic advice. Noting an increasing number of executives moving offshore, she saw a gap in the market to develop the expertise to advise Australian expatriates.

In 2000 Stacey joined the newly created NAB Private Wealth advisory delivering tailored solutions to Company Directors, C-Suite executives and high net worth families. Working closely with specialist tax advisors, strategies included employee shares, asset structuring and protection and bespoke scenario based investment strategies.cover-how-to-maximise-offshore-assignments

In 2012, Stacey undertook further research on the environment for financial advice for globally mobile executives and with NAB launched the White Paper “How to maximise offshore assignments: Financial strategies for Australian expatriates.”

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With the introduction of the Significant Investor Visa (SIV) program, Stacey was quick to capitalise on her cross-jurisdictional experience. Chairing NAB’s SIV Steering committee across the Migrant and Asia banking teams, legal, compliance and investment products to provide an integrated advice led proposition for investment migrants.

As Ambassador for NABs Asia Active strategy, supporting business, investment, trade and people flows between Asia (represented in 7 countries) and Australia and New Zealand, Stacey presented on the SIV proposition at various industry events.

Stacey also produced the SIV education booklet with Expat Advisors Community entitled “Smooth Road to Travel – China to Australia” – a guide to navigating the Australian financial and migration Landscape”.

Drawing on her SIV industry experience and network of professionals with internationally connected clients, today Stacey consults to SIV industry participants to augment their propositions with additional services and solutions for their clients looking to migrate to Australia under the SIV pathway.

She also supports SME’s with their China engagement strategies and assists matching capital and capabilities through various consultancies, particularly financial services.

You can contact Stacey Martin on 0413 12 7677, WeChat staceym97 or enquire here.

 

While Stacey Martin was previously a licensed Financial Adviser with NAB Private Wealth, the articles contained in this website do not represent the opinions of the National Australia Bank nor any of its other employees. To the extent permissible by law, National Australia Bank shall not be liable for any errors, omissions or misrepresentations or for any loss or damage suffered by persons who use any information in these articles.