Profile Financial Services
Financial Services
Au
20 employees
- Employees
- 20
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Profile Financial Services Overview
- Headquarters
- Au
- Phone Number
- Available in AeroLeads
- Website
- profileservices.com.au
- Industry
- Financial Services
- Employees
- 20
- Founded
- 1986
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Profile Financial Services
We are a boutique firm of financial and investment strategists, and insurance specialists with a long history of delivering high-quality, tailored, fee-based financial solutions to our clients and their families. We are 100% owned by staff, with no ownership or licensing ties to any other financial institution. Our financial planners are experienced and highly qualified. Our clients come from all walks of life - young people just starting out, small business owners, professionals and senior executives, and retirees. We take great pride in helping our clients achieve their financial goals. Whether that’s to become or remain financially independent, to leave a legacy for future generations, to make a lasting difference in society through philanthropy – whatever our clients' dreams, we are very proud to help realise them!
Profile Financial Services Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Profile Financial Services Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Phillip Win | Phd in Common Sense and Passionate | Greater Sydney Area, Australia |
Email
|
| Andrew Walsh | Chair. Ceo. Founder. | Sydney, New South Wales, Australia |
Email
Phone
|
| Kurt Ohlsen | Head of Advice and Senior Financial | Greater Sydney Area, Australia |
Email
|
| Scott Ungaro, Cfp® | Senior Financial Adviser at Profile |
View
|
Employees by Management Level
Individual contributor
6 profiles
VP / Head
3 profiles
Senior / Lead
2 profiles
Associate / junior
2 profiles
Executive
1 profile
Manager
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 7 | 7 | 2 |
| Sales | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
| IT | 1 | 1 | 0 |
Profile Financial Services Tech Stack
Cloud / infrastructure
1 profile
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