Don Jeffers
CFP®, JP, Dip FP
Managing Director

After six years as an Australian army officer, Don entered the financial planning industry in 1980. During his career Don has helped clients ranging from those just starting out to individuals requiring the development of strategic financial plans and ongoing management for portfolios valued in the millions. Don has also worked at senior national levels in several management roles, is a sought-after public speaker and has presented numerous papers at industry forums.

Don has qualified as a Certified Financial Planner (CFP®), the highest internationally recognised qualification within the industry. He holds a Diploma in Financial Planning from RMIT University and has completed extensive training in the specialised area of Self Managed Superannuation. He is also a Justice of the Peace.

Don is active within a number of professional associations, the Financial Planning Association of Australia (FPA) and the Self Managed Superannuation Fund Professionals Association of Australia (SPAA).

Naomi Rosenthal
JP, M App Fin (FP), BA (Psych), F Fin

Naomi has a Masters of Applied Finance (Financial Planning Major), Bachelor of Arts (Psychology) Degree, and Diploma of Financial Services.

Naomi has specialist accreditation in Self Managed Superannuation Funds, Margin Lending and Geared Investments, and Business Insurance.

Naomi is a Fellow of the Financial Services Institute of Australasia (FINSIA) and a member of the Association of Financial Advisers (AFA).

Naomi has been involved in the financial services industry since January 2000. Beginning her career in the corporate sector with a large financial services organisation, Naomi joined her family’s financial planning business in 2004.

Yosha Steeghs
AFP®, BBus (Finance/Intl Bus), Adv Dip FS (FP)

Yosha joins the team with a strong background in advice. He has a passion for building relationships and working with individuals to grow their wealth and to live the lifestyle of which they dream. Yosha has spent 8 years working within the boutique, full-service financial advice industry.

Yosha holds a Bachelor degree in Banking and Finance and International Business, the Advanced Diploma in Financial Services (Financial Planning), Certificate IV in Finance and Mortgage Broking as well as specialist accreditation across Self Managed Superannuation Funds and Listed Securities.

Yosha holds the Associate Financial Planner designation with the Financial Planning Association (FPA) and is a member of the Financial Services Institute of Australasia (FINSIA).

John Hazell
Dip Fin Markets, Dip FS, Dip FP, SA Fin
Financial Planner

With a wealth of experience, John specialises in providing tailored personal financial advice to individuals, SMSFs and other entities. With Banking and Financial Planning industry experience spanning 20 years, he is well versed in meeting his client’s diverse needs by providing logical and easy to understand advice.

John has a Diploma in Financial Markets, Diploma in Financial Planning and Diploma in Financial Services and also holds specialist accreditations in Aged Care, Self Managed Super Funds, Margin Lending and Geared Investments, Listed Securities and Derivatives.  He is a Senior Associate of the Financial Services Institute of Australasia (FINSIA).

Mark Malone
Grad Dip App Fin, Dip FP

ark has over 18 years of experience providing personal financial advice. He believes that at the centre of achieving goals there must be a clearly identified plan including achievable milestones along the way.

e specialises in retirement planning and is passionate about providing peace of mind for pre-retirees and retirees alike. He believes it’s imperative to determine as early as possible if there are any shortfalls while also being clear on important retirement issues such as longevity of funds and capacity to spend.

ark has a Diploma in Financial Planning and a Graduate Diploma in Applied Finance and is currently enrolled in the Masters program. He also holds specialist accreditations in Defined Benefit Funds, Self Managed Super Funds, Margin Lending and Geared Investments, Listed Securities and Derivatives. He is a Senior Associate of the Financial Services Institute of Australasia (FINSIA).

Mike Freeman
LL.B., Grad Dip FP, ANZIIF (Fellow)
Compliance Manager

Mike is our Compliance Officer and has over 34 years’ experience in the financial services industry in various technical and managerial roles.

Prior to joining PWS he has held senior compliance roles in financial services including licensing and audits/reviews for a major insurer, general insurance brokerages and numerous financial planning firms and their representatives.

Mike earned a degree in law from the Australian National University in Canberra and holds a practicing certificate as a solicitor and barrister in NSW. He is also a fellow of the Australian and New Zealand Institute of Insurance and Finance and holds a Diploma in Personal Financial Planning from the University of Southern Queensland.

In fulfilling his compliance officer primary role at PWS, Mike is responsible for conducting our AFS Licensee and Representative Reviews, managing our compliance requirements with various government regulatory bodies and general compliance management.

Kirstin Young
BCom (Acc), ACCA
Financial Controller

Kirstin began her career in auditing in South Africa and obtained extensive experience in the audit and accounting of a wide range of industries. Subsequently she worked as a financial analyst with the Royal Bank of Canada in the Channel Islands before relocating to Australia, and joining PWS.

Kirstin is a member of the Association of Chartered Certified Accountants (UK) and joins PWS as our financial controller.

Sonia Fung
BA (Maths & Fin)
Paraplanner

Sonia Fung is our paraplanner and has been working in the financial planning industry since 2011. Previous roles include Client Services Manager for a financial advisory firm, Marketing Assistant and a PR internship.

She was born in Hong Kong and moved to Sydney 10 years ago. She holds a Bachelor of Mathematics and Finance from University of Technology, Sydney.