TEAM

 

Our Authorised Representatives – TEAM | Professional Wealth Services

Meet our Executive Team

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Don Jeffers, CFP®

Managing Director | Financial Adviser

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Naomi Rosenthal, AFP®

Director | Financial Adviser

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Yosha Steeghs, AFP®

Director | Financial Adviser

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Jonathan Young, CFA® CA

Director | Financial Adviser | Research Manager

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Mike Freeman

Compliance Manager

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John Abbott

Personnel Consultant

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Kirstin Young, FCCA®

Financial Controller

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Charmaine Lubbe

Practice Manager

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

 

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ADDRESS

Suite 3, Level 25, 100 Miller Street
(Northpoint Tower) North Sydney NSW 2060

PO Box 1815,                  North Sydney NSW 2059

 

PHONE

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