The opportunities following deregulation of Australia’s financial markets in the 1980’s launched Stacey Martins career in international business. As Corporate FX dealer with a number of merchant banks, Stacey worked with importers and exporters in managing their foreign currency exposures.
Transitioning into personal financial advice 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 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.
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.”
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”.
Today, with her HNW financial advisory background, Stacey sees the opportunity to support wealthy families from China with a range of family office and succession services. This includes the next generation who have a strong interest in financial education, wealth management and direct investments including venture capital.
To find out how Stacey Martin can assist you with your financial services strategy and engagement with Chinese clients contact firstname.lastname@example.org or call 0413 12 7677.
Disclaimer: Whilst Stacey Martin has previously worked as a licensed Financial Advisor, she does not currently hold an Australian Financial Services Licence (AFSL). Those engaging Stacey for consulting, business matching and facilitation services will need to ensure they meet their own regulatory and compliance requirements.