Prue Martin profile photo

Prue Martin

Warrington Scott Pty Ltd

Gold
14 Yrs Experience
Goulburn, NSW 2580

Financial Adviser | building and protecting client's wealth | proudly dedicated to connecting ones' current position to their future position | assisting in the reality of goals

My aim is to assist client's achieve their financial goals and objectives. Sometimes these are their dreams, for example: extended holidays abroad, self funding their early retirement, building an investment portfolio, in the process of achieving their goals we educate our clients. This education means that client's are as comfortable with the strategy as we, the advisers, are in devising the strategy.

We provide client's with solutions and strategies that best suit their needs, their current position and their objectives.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Gold
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Master of Applied Finance (Financial Planning)
  • Language spoken
    • English

Warrington Scott Pty Ltd

AMP Building, 189-191 Auburn Street
Goulburn, NSW 2580

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Warrington Scott Pty Ltd

AFSL 478958