CFP®, JP, Dip FP
After six years as an Australian army officer, Don entered the financial planning industry in 1980. During his career Don has helped clients ranging from those just starting out to individuals requiring the development of strategic financial plans and ongoing management for portfolios valued in the millions. Don has also worked at senior national levels in several management roles, is a sought-after public speaker and has presented numerous papers at industry forums.
Don has qualified as a Certified Financial Planner (CFP®), the highest internationally recognised qualification within the industry. He holds a Diploma in Financial Planning from RMIT University and has completed extensive training in the specialised area of Self Managed Superannuation. He is also a Justice of the Peace.
Don is active within a number of professional associations, the Financial Planning Association of Australia (FPA) and the Self Managed Superannuation Fund Professionals Association of Australia (SPAA).
Senior Financial Adviser | Director
JP, M App Fin (FP), BA (Psych), F Fin, AFP®
Naomi has a Masters in Applied Finance (Financial Planning) and 19 years’ experience in the finance industry, having worked for a major Bank in her early career before moving into private practice. She is passionate about assisting her clients to build, manage and protect their wealth.
Naomi specialise in providing bespoke financial solutions for professional and self-employed women and their families. As a new mum, Naomi understands the unique pressures and challenges working women face while raising a family and seeks to provide holistic, comprehensive and strategic financial plans that caters to a families’ priorities.
Naomi’s passion is to assist her clients to build, manage and protect their wealth ensuring their financial future is secure through advice, education and support services.
Naomi has found her strengths lie in:
Senior Financial Adviser | Director
JP, AFP®, BBus
Yosha joined our team with a strong background in advice. He has a passion for building relationships and working with individuals to grow their wealth and to live the lifestyle of which they dream. Yosha has worked within the boutique, full-service financial advice industry since 2008.
Yosha holds a Bachelor degree in Banking and Finance and International Business, the Advanced Diploma in Financial Services (Financial Planning), Certificate IV in Finance and Mortgage Broking as well as specialist accreditation across Self Managed Superannuation Funds and Listed Securities.
Yosha holds the Associate Financial Planner designation with the Financial Planning Association (FPA) and is a member of the Financial Services Institute of Australasia (FINSIA).
LL.B., Grad Dip FP, ANZIIF (Fellow)
Mike is our Compliance Manager and has over 34 years’ experience in the financial services industry in various technical and managerial roles.
Prior to joining PWS he held senior compliance roles in financial services including licensing and audits/reviews for a major insurer, general insurance brokerages and numerous financial planning firms and their representatives.
Mike earned a degree in law from the Australian National University in Canberra and holds a practicing certificate as a solicitor and barrister in NSW. He is also a fellow of the Australian and New Zealand Institute of Insurance and Finance and holds a Diploma in Personal Financial Planning from the University of Southern Queensland.
Mike is responsible for conducting our AFS Licensee and Representative Reviews, managing our compliance requirements with various government regulatory bodies and general compliance management.
BA (Maths & Fin)
Sonia Fung is our paraplanner and has been working in the financial planning industry since 2011. Previous roles include Client Services Manager for a financial advisory firm, Marketing Assistant and a PR internship.
She was born in Hong Kong and moved to Sydney in 2005. She holds a Bachelor of Mathematics and Finance from University of Technology, Sydney.
Technical Communications Consultant
M.A. (Cambridge), J.P, F.A.I.A., M.I.P.A.
Richard's role is to ensure our communications to both clients and the public are clear, consistent and easy to understand.
After 8 years in Brand Management Marketing for Unilever and 20 years working for major advertising agencies (McCann Erickson's, FCB, Publicis and Schofield Sherbon Baker), Richard decided to put his MA from Cambridge University (majoring in Economics and Natural Sciences), to better use.
Starting as a financial adviser in 1989 Richard qualified as one of the first Certified Financial Planners in Australia. For 5 years he was in the top 50 Australian Financial Planners in Smart Investor's "Master Class". He has also been a contributor to the Sunday Telegraph "Money Penny" feature as well as writing technical articles for Money Management.
Richard still licenses his own Financial Modeling Software, used by advisers, accountants, fund manager technical teams and paraplanners, and used by himself to write several hundred Statements of Advice for other advisers.
BCom (Acc), AccA
Kirstin began her career in auditing in South Africa and obtained extensive experience in the audit and accounting of a wide range of industries. Subsequently she worked as a financial analyst with the Royal Bank of Canada in the Channel Islands before relocating to Australia and joining PWS.
Kirstin is a member of the Association of Chartered Certified Accountants (UK) and has joined PWS as our financial controller.
Client Services Officer | Administration
M Prof. Accounting, M App Fin (Banking), BCom
After finishing his Bachelors of Accounting from Mumbai (India), Jay moved to Sydney to complete his Master of Applied Finance (Banking) and Master of Professional Accounting from University of Western Sydney. He is also pursuing his Diploma of Financial Planning (RG146).
Jay has worked in client services, data management and administration in the telecommunication, education and financial services industries since 2008.
He enjoys working in the financial services industry due to its dynamic character. His role at PWS allows him to combine his experience in customer service with his interest in financial services, enabling him to provide an efficient and complete administration experience to all PWS clients.
Financial Adviser | Research Manager | Director
CFA® charterholder, CA, BCom, GradDipAcc, Dip FP
Jonathan is passionate about helping clients achieve their financial goals and provides high-quality financial advice with integrity and honesty. He began his career in auditing, progressing to audit manager, before joining the financial services industry. He has 12 years of experience working for large international institutions including HSBC Private Bank and Northern Trust in the UK, and AMP in Australia. His various roles with these institutions have included managing client relationships for high net worth clients and various finance and team management roles for funds and corporates.
Jonathan is also our Research Manager, utilising the investment knowledge he has gained over his career as a Chartered Accountant and Chartered Financial Analyst charterholder. In this capacity, Jonathan provides ongoing review and oversight of all new and existing products recommended by PWS.
John has worked with organisations in Australia, North America, UK and Europe, accruing broad business consulting, personnel selection and management experience across many industries and markets.
Educated in both Australia and the UK, John holds an MBA and other financial qualifications. His expertise includes consulting roles with multinational enterprises involving business and financial modelling, predictive talent analytics, performance metric development and team optimisation. We are delighted to have John assisting PWS in the selection and development of our team.