Professional Wealth Services Pty Ltd
Financial Services
Au
10 employees
- Employees
- 10
- Contacts
- 2
- Emails
- 2
Professional Wealth Services Pty Ltd Overview
- Headquarters
- Au
- Phone Number
- Available in AeroLeads
- Website
- www.pws.net.au
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2007
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About 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.
Professional Wealth Services Pty Ltd Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Professional Wealth Services Pty Ltd Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Kirstin Young | Financial Accountant | Greater Sydney Area, Australia |
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|
| Jonathan Young Cfa, Ca | Director, Financial Adviser | Greater Sydney Area, Australia |
Email
|
| Martin Lam | Client Services Officer at Professional |
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|
|
| Don Jeffers | Managing Director at Professional | North Sydney, New South Wales, Australia |
Email
|
Employees by Management Level
Individual contributor
6 profiles
Director
3 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 0 |
| General | 1 | 1 | 0 |
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