About Us

Professional financial planning services in North Sydney

Based in Sydney, Professional Wealth Services Pty Ltd holds an Australian Financial Services Licence (AFSL No. 312047) and is 100% owned and operated by its advisers, staff and management. We offer our clients a high level of personalised financial advice utilising a wide range of financial products and services.

We believe a strong relationship with our clients, both individual and business, is essential. Developing and implementing a successful financial planning program begins with understanding your current financial circumstances, concerns and objectives. We aim to establish the best holistic financial planning program for you and as such, work extensively with your other professional advisers, e.g. your accountant and solicitor. Our advice is aimed at helping you achieve your financial goals, security and peace of mind.