Professional Wealth Services Pty Ltd
Professional Wealth Services Pty Ltd (PWS) is a privately owned Australian Financial Services Licensee. Incorporated in 2007, its advisers provide strategic financial planning advice and investment management services to their Australian clients. Based in North Sydney PWS services include advice on asset management, superannuation, personal risk insurance, aged care and estate planning. Through its client and fund relationships, PWS advisers oversee more than AUD $100 million of private client funds.
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Verified contacts
10
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
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no listings
Distinct roles
9
indexed titles
Tech stack
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tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- DM
David Marginson
Financial Planner Jp Cfp and Fasea Accredited · Other
EmailPhone - JC
Jacqueline Carrier
Client Services Officer · Customer/Client Service
EmailPhone - NR
Naomi Rosenthal
Compliance Director Financial Adviser · Legal
EmailPhone - YS
Yosha Steeghs
Director Financial Adviser · Finance & Accounting
EmailPhone - KY
Kirstin Young
Financial Controller · Finance & Accounting
EmailPhone - JY
Jessica Yu
Paraplanner · Finance & Accounting
EmailPhone - CP
Cindy Pham
Customer Client Service Officer · Other
EmailPhone - DJ
Don Jeffers
Managing Director · General Business & Management
EmailPhone - JY
Jonathan Young
Director, Financial Planner and Research Manager · Other
EmailPhone
Showing 9 of 10 verified contacts
Top roles at Professional Wealth Services Pty Ltd
9 distinct titles indexed · top 9 shown.
- 2client services officer
- 1compliance director financial adviser
- 1customer client service officer
- 1director financial adviser
- 1director, financial planner and research manager
- 1financial controller
- 1financial planner jp cfp and fasea accredited
- 1managing director
- 1paraplanner
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