Phillip Win Email & Phone Number

Sydney, NSW, AU

Wagga Wagga, New South Wales, Australia

Sydney, Australia

Profile Financial Services is a boutique firm of financial strategists that holds its own Australian Financial Services Licence (AFSL). We are recognised as an innovative professional services practice whose focus on quality, client service and delivering measurable strategic value is second to none.Profile was founded in 1989 and is now working with our.

Sydney

I worked with the Accounting clients of Anderson Burkett to assist them to create a wealth plan.I was also instrumental in attaining a Dealers License for A B Funds Pty Limited, so that the company could have its own independence from an institution. This involved numerous proofs and documentation to be lodged with the Australian Securities and Investments.

Sydney, Australia

I joined as a paraplanner and worked in a team of paraplanners assisting the Financial Advisers to generate financial plans. During my time at Profile, I worked on the BHP redundancies at both Newcastle and Wollongong. I was also heavily involved in a project involving the Strategic Lifetime Model, which allowed me great line of sight into the world of.

Sydney, Australia

My employment at Godfrey Pembroke was my first full-time experience of financial planning. I was charged with the responsibility of client reviews, which involved some very HNW clients. The exposure and experience I gained while working at Godfrey Pembroke was invaluable and many of the things I learned I have continued to implement in my business today.I.

Bec, Statistics

Activities and Societies: Burgmann College 1992-1994 Founding Member Burgmann Croquet Club While studying at ANU, I lived at Burgmann.

Education record