Professional Wealth Services Pty Limited is a privately owned Australian Financial Services Licensee (No. 312047). The firm draws on over 30 years' financial planning experience, servicing clients from many professions and at different life stages. Central to our success is a commitment to several core values that define who we are: - Putting the clients` interests first at all times
- Placing a premium on professionalism
- Adopting a holistic approach to financial planning through collaboration with our clients` accountants and solicitors when appropriate
- Recognising the importance of extensive research, and
- Focussing on the long term.
General Advice Only
This website provides general information only, and does not constitute financial or taxation advice. The information does not take into account the particular circumstances, investment objectives or financial needs of any individual investor. Before making any investment decision, Professional Wealth Services Pty Ltd recommends that you obtain investment and taxation advice which takes into account your particular circumstances, investment objectives and financial needs. |
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