Prudence Martin
Financial Adviser
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About
Prudence Martin is an ASIC-registered financial adviser based in Goulburn, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce from the University of New England (2004) and a Masters of Applied Finance (Financial Planning) from Kaplan (2011), Prudence possesses a strong academic foundation. She further holds the Certified Financial Planner designation from the FPA (2015) and has completed Ethics and Professionalism in Financial Advice through Kaplan Higher Education (2019), demonstrating her commitment to upholding the highest ethical standards. As a member of the Financial Advice Association of Australia (FAAA), Prudence is committed to ongoing professional development and adheres to a strict code of ethics. She is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Prudence also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Prudence is passionate about providing tailored financial solutions to meet her clients' unique needs and circumstances. Her key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Prudence today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Prudence Martin offer?
Prudence Martin provides advice on a comprehensive range of financial matters including superannuation, retirement planning, wealth management, and various insurance products.
What qualifications does Prudence Martin have?
Prudence holds a Bachelor of Commerce, a Masters of Applied Finance (Financial Planning), is a Certified Financial Planner, and has completed Ethics and Professionalism in Financial Advice.
What is the process for becoming a client of Prudence Martin?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Following this, Prudence will develop a tailored financial plan to help you achieve your objectives.
What can I expect when working with Prudence Martin?
You can expect a professional, personalised, and ethical approach to financial advice. Prudence is committed to building long-term relationships with her clients and helping them navigate their financial journey with confidence.
How does Prudence Martin stay up-to-date with changes in the financial industry?
As a member of the Financial Advice Association of Australia (FAAA) and through ongoing professional development, Prudence ensures she remains current with the latest industry trends and regulations.
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