TEAM

 

Meet our team

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Don Jeffers, CFP®

Managing Director | Financial Adviser

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Naomi Rosenthal AFP®

Compliance Director | Financial Adviser

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Yosha Steeghs AFP®

Advice Director | Financial Adviser

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Jonathan Young,  CFA® CA

Research Director | Financial Adviser

Justin Ishac

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Justin Ishac, CFP®

Financial Adviser 

Jacqueline-Carrier

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David Marginson CFP®

Financial Adviser 

Alexandria Thomaschuetz

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Alexandria Thomaschuetz AFP®

Financial Adviser | Corporate Relations Partner

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Kirstin Young, FCCA®

Financial Controller

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John Abbott

Personnel Consultant

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Sonia Fung

Senior Paraplanner

Adam Vo

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Adam Vo

Paraplanner | Provisional Financial Adviser

Jessica Yu

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Jessica Yu

Paraplanner

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Beheshteh Sabeti

Client Services Officer

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Cindy Pham

Client Services Officer

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Joanne Janssen

Client Services Officer – Risk

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Kiran Sathiaraj

Client Services Officer

Professional Wealth Services Pty Ltd

ABN: 58 174 609 776

PWS is 100% owned and operated by its advisers, staff and management.

Australian Financial Services Licence No. 312047

 

 

ADDRESS

 Suite 3, Level 25,

100 Miller Street

(Northpoint Tower)

North Sydney NSW 2060

 

PO Box 1815

North Sydney NSW 2059

 

 

 

EMAIL

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