Professional Wealth Services Pty Ltd (PWS) is a privately owned Australian Financial Services Licensee. Incorporated in 2007, its advisers provide strategic financial planning advice and investment management services to their Australian clients. Based in North Sydney PWS services include advice on asset management, superannuation, personal risk insurance, aged care and estate planning. Through its client and fund relationships, PWS advisers oversee more than AUD $300 million of private client funds.
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Professional Wealth Services Pty Ltd Questions
The Professional Wealth Services Pty Ltd annual revenue was $2 million in 2026.
Don Jeffers is the Managing Director of Professional Wealth Services Pty Ltd.
10 people are employed at Professional Wealth Services Pty Ltd.
Professional Wealth Services Pty Ltd is based in North Sydney, New South Wales.
The NAICS codes for Professional Wealth Services Pty Ltd are [54161, 54, 541, 541611, 5416].
The SIC codes for Professional Wealth Services Pty Ltd are [87, 874].
Top Professional Wealth Services Pty Ltd Employees
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Don Jeffers
Managing Director at Professional Wealth Services Pty Ltd
North Sydney, NSW, AU1 -
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Yosha Steeghs
Director | Financial Adviser at Professional Wealth Services Pty Ltd
North Sydney, NSW, AU2 -
11
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Cindy Pham
Customer Client Service Officer at Professional Wealth Services Pty Ltd
North Sydney, NSW, AU1
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