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Angela Martyn

 Angela Martyn

Share profile:
2 Queen Street Level 8
Melbourne
VIC
3000
AU

Overview CONTACT THE ADVISER

Angela Martyn Angela Martyn

total Reviews

23

Experience

28yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Personal Financial Services Pty Ltd
Personal Financial Services Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

PERSONAL FINANCIAL SERVICES PTY LTD
PERSONAL FINANCIAL SERVICES PTY LTD
Expertise
Building SuperBuilding Super
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care

Latest Customer Reviews (3 of 23 total)See all

"Excellent Knowledge !"

Greg, 46-55 21 Nov 2017

"Always friendly and professional to deal with. Extremely knowledgeable on investments and markets."

Julia , 35-45 17 Nov 2017

"Angela is a very professional and well informed adviser. She has always displayed a deep understanding of investment markets and Investment strategies. Driven by ethics and a strong fiduciary commitment to clients, I am very happy to endorse Angela to anyone."

Joe , 46-55 16 Nov 2017

History & Qualifications CONTACT THE ADVISER

My membership

SMSF Association (SMSF)

Awards
  • No award found
Years of experience
  • 28 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 8
2 Queen Street, Melbourne
VIC 3000 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 23 Total Reviews
Greg, 46-5521 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Excellent Knowledge !"

Julia , 35-4517 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Always friendly and professional to deal with. Extremely knowledgeable on investments and markets."

Joe , 46-5516 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Angela is a very professional and well informed adviser. She has always displayed a deep understanding of investment markets and Investment strategies. Driven by ethics and a strong fiduciary commitment to clients, I am very happy to endorse Angela to anyone."

Paul, 46-5514 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Angela is one of the most respected authorities within the financial services industry. Her knowledge and expertise is highly sought after across her industry peers."

Julie, 65+18 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Angela and her team have proved to be well versed in all financial matters. I have been extremely pleased with the way the business is conducted - professional yet friendly. Nothing is too much trouble."

Anne & Roger, 65+06 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"As new clients for the past year we have particularly appreciated the boutique nature of Personal Financial Services and the prompt and personal attention provided by Angela and her team. We feel as though we are valued clients and not "just another customer"."

Robert, 65+04 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Angela has looked after our Investment strategies and self managed super fund for in excess of twenty years. We have found her to be a first class adviser, always on top of the subjects she has to cover and very reliable over that period."

Christopher, 65+23 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Angela takes care to remain abreast of the wide range of issues she advises on. She takes a personal interest in our extended family situation such that I regard her as a talented friend as well as a professional adviser. She is prompt in following up issues I refer to her as well as making suggestions of her own relevant to my situation. I trust her 100% to act in my interest. She is backed by a friendly and professional team who implement agreed initiatives reliably. "

Donna, 46-5512 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I am so grateful that Angela stays on top of all the changing legislation and the changing nature of the markets. By doing so, Angela is always able to navigate me through the changes in a plain and easy to understand way. Im sure there is a lot of research and development required behind the scenes to stay abreast of these changes and then to individually apply it to my portfolio is greatly valued. Thank you to Angela and the team for the professional service."

Kate, 46-5512 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Angela and her team have been managing our portfolio for 5+ years. We have full confidence in her strategy and investment advice. We are kept updated on specific investments that are on a "watch" list, and are notified promptly when adjustments to the portfolio are recommended. Her team co-ordinates our paperwork, taking out a lot of the red-tape. Angela and her team are highly professional, and I would have no hesitation recommending her services to others. Kate 3815"

Leanne, 56-6510 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

" I have known Angela and her team both personally and professionally for a long time. I'm very happy with Angela's professionalism and her knowledge of the industry is extensive. I always feel very confident that Angela has my money and the investment of it as her highest priority and feel secure in knowing that the advice she has given has been very considered and personally appropriate. Angela's manner is gentle, caring, kind and warm. She is concise, reliable and gives an honest approach to the professional relationship. I would highly recommend her as your advisor."

Karen, 56-6510 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Since we have been under the wing of Angela, so to speak, with our SMSF, we're pleased with the progression and the suggestions regarding investments. We are now in our 'ready to retire' phase and Angela is providing sage advice regarding how we should progress forward. Together with others at Angela's company, you know that you are in solid hands as their work ethic, accountability and commitment to the customer is paramount. The only downside is we wished we'd joined PFS earlier than we did! Regards, Karen Passey"

Craig, 56-6506 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have known Angela in a professional capacity for 25+ years and can state that she is one of the most professional and knowledgeable Financial Advisers within the Financial Services Industry. Her knowledge, advice, experience and professionalism are second to none and always delivered to her clients in a clear, caring and understanding manner."

Roger, 65+22 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"An experienced and professional adviser who can be relied upon."

Jim, 65+21 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"The name of the practice is Personal Financial Services and that is EXACTLY what it is. The advice is extremely personal ,independant AND professional .Because it is a small practice each of the operatives are fully aware of your account and always accessible. I have been a client for over 10 years and the reason I moved to PFS was previous providers were always changing personnel. I have personally recommended quite a number of friends and associates due to my total satisfaction with the service and professionalism offered."

John, 56-6519 Aug 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Angela always explains her recommendations and the reasons for them. She also comes up with some excellent suggestions. I often think I don't need an adviser and then Angela comes up with an idea and I think I would never have thought if that. Now I have retired her recommendations are even more important."

Jennifer and Robert, 65+18 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been clients of Angela for many years, and could not be more happy about the time given to explaining our investments and the advice we are given. She is always available to contact with queries, and answers our questions within 24 hours. Her back office staff are excellent and always contactable if Angela is unavailable."

Liz, 65+18 Aug 2017
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Angela is very friendly and easy to talk to. She thoroughly explains our existing portfolio, strategies and forward planning at each meeting and is always there if needed for any questions or queries that we may have from time to time. "

Gordon, 65+18 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Angela takes the time to explain things and to ensure we are comfortable with investment strategies and portfolio."

Robert, 65+18 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been a client with Angela now for 12 years and always found her knowledgeable and proactive in her dealings. She stays up to date with modern investment trends, is always on top of legislative changes and actively manages our portfolio. She takes considerable pride in her business and is active in introducing new technologies to streamline reporting and investment procedures. "

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Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Self Managed Super Funds
STRENGTH
16
Customers

#2
Building Super
STRENGTH
14
Customers

#2
Savings Investment
STRENGTH
14
Customers

#3
Tax Effective Strategies
STRENGTH
13
Customers

#4
Estate Planning
STRENGTH
10
Customers

#5
Preparing For Retirement
STRENGTH
8
Customers

x

Overall rating

100%

Angela Martyn

Company: Personal Financial Services Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Angela Martyn is a member of and in what capacity, the licensee or company of Angela Martyn and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Angela Martyn (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%