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Prescott Securities Ltd

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Prescott Securities Ltd

Overview:

Prescott Securities is one of Australia’s most respected stockbroking and financial advisory firms. We assist our clients with their financial needs through the provision of expert advice on wealth accumulation strategies, superannuation and retirement planning, investment advice and portfolio management, personal insurance and estate planning.

A Prescott Securities financial adviser can help you to understand your current financial position, clarify your financial needs and objectives and provide a clear, effective strategy to achieve your goals.

Whatever your current stage of life our aim is to form a partnership with you based on trust and integrity so that we can continue to help you on the path to financial security.

History:

Prescott Securities is a wholly owned subsidiary of Findex Group Limited.

At Prescott Securities we provide our clients with world class services. Our values include trust, integrity and loyalty, complemented by personal commitment.

To achieve our vision we will:

   deliver superior client service by providing sound advice time after time;
   promote the core values of teamwork; mutual respect and integrity;
   attract, develop and retain outstanding people;
   maintain a culture that recognises and rewards innovations; and;
   deploy technology appropriately to provide enhanced and competitive services.

The head office of Prescott Securities has been located at its present site in Adelaide since 1987. Over the years the firm has had relationships with other organisations and acquired several local firms to create the business which operates today. The most notable of these acquisitions were Accumulus Ltd and Sanderson Blair in 2002 and Financial Management Services (FMS) in 2005.

In July 2005, Prescott Securities changed its name from Prescott Consultants. This change was a result of the firm gaining Market Participation status in the Australian Stock Exchange (ASX).

Apart from its head office, Prescott Securities also has offices located on the Gold Coast and Melbourne. Please click here for contact details of our branch offices.

This website is designed to provide the information you might need prior to appointing Prescott Securities. If you have any further questions or comments please call our office. You are welcome to ask us about our charges, the type of advice we will give you and what you can do if have a complaint about our services.

Prescott Securities is a Professional Partner of the Financial Planning Association of Australia.

Any financial advice is provided by Findex Advice Services Pty Ltd | ABN 88 090 684 521 | AFSL 243253 | trading as Prescott Securities.

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