TEAM
Meet our team
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Don Jeffers, CFP®
Managing Director | Financial Adviser
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Naomi Rosenthal AFP®
Director | Financial Adviser
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Yosha Steeghs AFP®
Director | Financial Adviser
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Jonathan Young, CFA® CA
Director | Financial Adviser | Research Manager
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Justin Ishac, CFP®
Financial Adviser
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David Marginson CFP®
Financial Adviser
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Alexandria Thomaschuetz
Corporate Relations Partner
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John Abbott
Personnel Consultant
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Kirstin Young, FCCA®
Financial Controller
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Charmaine Lubbe
Practice Manager
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Sonia Fung
Senior Paraplanner
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Adam Vo
Paraplanner
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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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Martin Lam
Client Services Officer
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Jacqueline Carrier
Client Services Officer – Risk
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
