Janet Prescott
Financial Adviser
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About
Janet Prescott is an ASIC-registered financial adviser based in Port Macquarie, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a Diploma of Financial Planning from Deakin University (2003), PS146 accreditation from Tribeca (2005), SMSF Specialist Adviser certification from The Strategist Group (2005), and a Graduate Diploma of Financial Planning from Kaplan (2023), Janet possesses a robust foundation of knowledge and experience. As a member of the Financial Advice Association of Australia (FAAA), the SMSF Association, and registered with the Tax Practitioners Board as a Tax (Financial) Adviser, Janet adheres to the highest professional standards. She is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Janet offers expert guidance in: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Whether you're planning for retirement, managing your wealth, or seeking insurance solutions, Janet provides personalised advice to meet your unique needs. Contact Janet today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Janet Prescott offer?
Janet Prescott specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. She provides tailored strategies to help you achieve your financial goals.
What are Janet Prescott's qualifications and professional memberships?
Janet holds a Diploma of Financial Planning from Deakin University, PS146 accreditation from Tribeca, an SMSF Specialist Adviser certification, and a Graduate Diploma of Financial Planning from Kaplan. She is also a member of the Financial Advice Association of Australia (FAAA), the SMSF Association, and registered with the Tax Practitioners Board as a Tax (Financial) Adviser.
How does Janet Prescott develop a financial plan for her clients?
Janet begins by understanding your current financial situation, goals, and risk tolerance. She then develops a personalised financial plan that outlines strategies to achieve your objectives, regularly reviewing and adjusting the plan as needed.
What can I expect during my first meeting with Janet Prescott?
During your initial consultation, Janet will discuss your financial goals and gather information about your current situation. This meeting is an opportunity for you to ask questions and determine if her services are the right fit for you.
Can Janet Prescott help me with my superannuation and retirement planning?
Yes, Janet specialises in superannuation advice and retirement planning. She can help you optimise your superannuation contributions, choose appropriate investment options, and develop a retirement income strategy to ensure a comfortable future.
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