A quality Licensee offering built by Planners, for Planners
A Licensee that builds value and creates certainty.
Professional Wealth Services (PWS) is a well-resourced yet boutique self-licensed AFSL with no institutional ties, ownership or product bias.
PWS aims to attract and retain the most professional Authorised Representatives, regardless of their career stage, by helping them achieve their optimum business potential.
It is our belief that as the financial planning profession of the future emerges, rather than building small, new, financial planning practices, the far superior alternative opportunity is to build a bigger business together.
As such we encourage our Authorised Representatives to become equity participants in the PWS advice business and in doing so be actively engaged in the development of our business and share in its growth and achievements.
Opportunity for like-minded Advisers
- A partnership based on professional integrity and respect.
- Help in maximising their potential by utilising proven PWS turnkey solutions and processes.
- The opportunity to become equity participants in PWS Advice.
- Succession certainty when they choose to retire or leave the profession.
Services
Are you the right fit for PWS?
Subject to individual circumstances, PWS can offer opportunities:
- For the aspiring financial adviser with a clear career pathway;
- For the established financial adviser a respectful CAR relationship plus the opportunity for future equity participation in PWS Advice; and
- For the senior financial adviser, succession certainty when they choose to retire or leave the profession.
We look forward to discussing our unique opportunities and partnership arrangements with you.
Professional Wealth Services Pty Ltd
ABN: 58 174 609 776
PWS is 100% owned and operated by its advisers, staff and management.
Australian Financial Services Licence No. 312047
ADDRESS
Suite 3, Level 4,
56 Berry Street
North Sydney NSW 2060
PO Box 1815, North Sydney NSW 2059
PHONE
Click below to email us directly.
We’d love to hear from you!
