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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

9

Experience

28yrs

Status

Gold

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Personal Financial Services specialises in working with individuals, to help them build, protect and manage their wealth, as we enjoy the close personal contact and working relationships that this involves. We develop individual solutions for clients by using our knowledge and experience to provide value.

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 9 total)See all

"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."

Jim, 65+ 21 Aug 2017

"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."

John, 56-65 19 Aug 2017

"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."

Jennifer and Robert, 65+ 18 Aug 2017

History & Qualifications CONTACT THE ADVISER

My membership

SMSF Assocation (SMSF)

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

My Videos CONTACT THE ADVISER

No Video found

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
  • 98% Average Reviews
  • 9 Total Reviews
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. "

Mark, 56-6515 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Angela and her team have been exceptional in providing leadership, direction and ongoing active servicing that has enabled my wife and myself to establish a first class performing self-managed super fund that suits our investment appetite and timing. Angela’s attention to detail, her research, interest in our personal drivers have been an integral part of her approach from day one. I would highly recommend Angela and her team to anyone."

Colleen, 65+13 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Angela is very sensitive to the emotional needs of her clients. As quite a nervous and cautious investor, Angela ensures that I understand and am comfortable with investment decisions."

Patrick, 65+09 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Angela is a very professional adviser .Someone who i rely on and have complete confidence in her compliance work and investment strategy."

1
       

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
8
Customers

#1
Tax Effective Strategies
STRENGTH
8
Customers

#2
Savings Investment
STRENGTH
7
Customers

#3
Building Super
STRENGTH
6
Customers

#3
Estate Planning
STRENGTH
6
Customers

#4
Preparing For Retirement
STRENGTH
2
Customers

#5
Aged Care
STRENGTH
1
Customers

x

Overall rating

89%

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%