Professional Wealth Services Pty Ltd

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 Insurance
Monetary 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 Contact
Kirstin Young Financial Accountant
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Jonathan Young Cfa, Ca Director, Financial Adviser
Email
Martin Lam Client Services Officer at Professional
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Don Jeffers Managing Director at Professional
Email

Employees by Management Level

Individual contributor 6 profiles
Director 3 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 0
General 1 1 0

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