Professional Wealth Services

Finance · Australia · 11-50 Employees

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Overview

Headquarters

L 25/100 Miller St Se 3, North Sydney, N...

Phone Number

+61 1300001312

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Professional Wealth Services

Professional Wealth Services is a financial advisory firm based in North Sydney, dedicated to empowering clients to achieve financial confidence and security. They offer a range of services including retirement planning, investment strategies, family protection, and self-managed super funds, tailored to meet the unique needs of individuals and families. The firm emphasizes a collaborative approach, working closely with clients to develop holistic financial strategies that align with their life goals. Their target clientele includes professionals, families, and individuals seeking expert financial advice and support.Explore more
Professional Wealth Services's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Professional Wealth Services Org Chart

PhoneEmail
KY
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Financial Controller

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Senior Paraplanner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Professional Wealth Servi...

<$5M
11-50
Private
-
2007
KY
Kirstin YoungFinancial Controller
<$5M
11-50
Private
-
2003
MM
Melissa MorganDirector and Partner - Maddern Accountants Pty Ltd
<$5M
11-50
Private
-
2012
FW
Frank WelshExecutive Director
Illustration of an envelope

Professional Wealth Services Tech Stack

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Frequently Asked Questions Regarding Professional Wealth Services

What is Professional Wealth Services's official website?
Professional Wealth Services's official website is www.pws.net.au
What is Professional Wealth Services's Revenue?
Professional Wealth Services's revenue is <$5 Million
What is Professional Wealth Services's SIC code?
Professional Wealth Services's SIC: 62,628
What is Professional Wealth Services's NAICS code?
Professional Wealth Services's NAICS: 52,523
How many employees does Professional Wealth Services have?
Professional Wealth Services has 11-50 employees
What industry does Professional Wealth Services belong to?
Professional Wealth Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Professional Wealth Services competition?
Professional Wealth Services top competitors include: Maddern Financial Advisers, Community Financial Services, FIRSTUNITY Financial Services
What technology does Professional Wealth Services use?
Some of the popular technologies that Professional Wealth Services uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Professional Wealth Services?
Professional Wealth Services contact info: Phone number: +61 1300001312 Website: www.pws.net.au
What does Professional Wealth Services do?

Professional Wealth Services is a financial advisory firm based in North Sydney, dedicated to empowering clients to achieve financial confidence and security. They offer a range of services including retirement planning, investment strategies, family protection, and self-managed super funds, tailored to meet the unique needs of individuals and fami... lies. The firm emphasizes a collaborative approach, working closely with clients to develop holistic financial strategies that align with their life goals. Their target clientele includes professionals, families, and individuals seeking expert financial advice and support.Read More

What are Professional Wealth Services social media links?
Professional Wealth Services Linkedin page Professional Wealth Services Twitter page Professional Wealth Services Facebook page
Is Professional Wealth Services a public company?
Professional Wealth Services is private company therefore does not currently have an official ticker symbol
See more information about Professional Wealth Services

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