Financial Adviser · PORT MACQUARIE, NSW

Janet Lynne Prescott

36 Years experience
Tax advice
authorised
ASIC Registered · ADV 000252755

Janet Lynne Prescott is a financial adviser based in Port Macquarie, New South Wales, with 36 years of experience in the financial services industry. Janet is currently authorised under Lifespan Financial Planning Pty Ltd. Janet holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan. Janet is a member of Financial Advice Association of Australia (FAAA), SMSF Association and Tax Practitioners Board as Tax (Financial) Adviser.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Planning
Deakin University
2005
PS146
Tribeca
2005
SMSF Specialist Adviser Course
The Strategist Group
2023
Graduate Diploma of Financial Planning
Kaplan

Registration History

Jul 2012 - Present Current
MORRISON CARR FINANCIAL SERVICES PTY LIMITED
Jul 2011 - Jul 2012 Ceased
MORRISON CARR AUSTRALIA PTY LIMITED
Nov 2007 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register