Financial Planning Firm · North Sydney , New South Wales

Professional Wealth Services Pty Ltd

Professional Wealth Services Pty Ltd is a financial planning firm based in North Sydney, New South Wales. The firm has held an Australian Financial Services licence since 2007. ABN: 110445291.

About Professional Wealth Services Pty Ltd

North Sydney, NSW, 2060

Licensed since 2007

ABN: 110445291

AFS Licence: 312047

6 Financial Advisers at Professional Wealth Services Pty Ltd

Adam Vo No disciplinary history on record with ASIC

Tax advice Superannuation Life Insurance Life Insurance Investments

1 yrs

Since 2025

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Donald Maxwell Jeffers No disciplinary history on record with ASIC

Tax advice Superannuation Life Insurance Life Insurance Investments

46 yrs

Since 1980

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Jonathan Brent Young No disciplinary history on record with ASIC

Tax advice Superannuation Life Insurance Life Insurance Investments

8 yrs

Since 2018

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Justin Ishac No disciplinary history on record with ASIC

Tax advice Superannuation Life Insurance Life Insurance Investments

9 yrs

Since 2017

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Naomi Rosenthal No disciplinary history on record with ASIC

Tax advice Superannuation Life Insurance Life Insurance Investments

22 yrs

Since 2004

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Yosha Steeghs-doorn No disciplinary history on record with ASIC

Tax advice Superannuation Life Insurance Life Insurance Investments

16 yrs

Since 2010

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