Angela Martyn

Personal Financial Services Pty Ltd

Platinum
33 Yrs Experience
Melbourne, VIC 3000
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.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 38
  • First year providing advice 1989
  • Years of experience 33
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Personal Financial Services Pty Ltd

Level 8, 2 Queen Street
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Personal Financial Services Pty Ltd

AFSL 227182

4.95
38 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 38

Sort by

4.75

"Angela has been my financial adviser for close to ten years. She has helped me navigate the areas of finance that apply to daily living giving me confidence in an area I previously knew nothing about. I feel very secure and confident that Angela has always given me solid advice and acted with the utmost integrity."

  • Superannuation
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Angela is a leader in her field of expertise who values meaningful relationships and is of the highest integrity. Her advice is balanced, well informed and appropriate, I would have no hesitation in recommending her to my friends and family."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Extremely helpful, very knowledgeable and understanding."

  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent service and advice given on a variety of matters over 18 years, including superannuation, finance and retirement"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have been clients for over 20 years having been a client before she started her own business.We now have a family member who is a client and we have recommended several friends who are now clients."

  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very Happy with advice that Angela has provided to us regarding investments, etc"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Angela Martyn & Shane Griffin have looked after our super fund and other investments for +5 years and we have been very satisfied with their service and the overall outcome for our interests. Their service is prompt, thorough in detail and clear to understand. Niree & I have no hesitation in recommending Personal Financial Services."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"An excellent advisor who takes time to understand you and your circumstances and brings great experience and knowledge to her advice. No hesitation in recommending her and PFS."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Angela has been advising me on investments for about 20 years. She has always been very effective and has taken considerable care to understand both my long-term income needs and my acceptable level of risk. Her 6 monthly detailed reviews of my portfolio have been greatly appreciated. Most important, Angela has always understood that her role is advisory and she has ensured that I understand both plus and minus aspects of her recommendations."

  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Angela is a well qualified & very experienced advisor. Her group provide excellent personal service with clear well researched advice. The costs are discussed up front & are considered competitive. Angela & her team demonstrate the highest standards of business ethics. Would confidently recommend her services."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 38

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Economics and Finance)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
1999

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Estate Planning

Level
0 - Training / Exam / Other
Institution
University of Technology Sydney (UTS)
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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