TEAM
Meet our team
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Don Jeffers, CFP®
Founder | Managing Director | Financial Adviser
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Naomi Rosenthal AFP®
Compliance Director | Financial Adviser
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Yosha Steeghs AFP®
Advice Director | Financial Adviser
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Jonathan Young, CFA® CA
Research Director | Financial Adviser
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Justin Ishac, CFP®
Financial Adviser
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David Marginson CFP®
Financial Planning Technical Resource Officer
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Kirstin Young, FCCA®
Financial Controller
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John Abbott
Personnel Consultant
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Sonia Fung
Senior Paraplanner
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Adam Vo
Paraplanner | Provisional Financial Adviser
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Jessica Yu
Paraplanner
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Beheshteh Sabeti
Client Services Officer
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Cindy Pham
Client Services Officer
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Joanne Janssen
Client Services Officer – Risk
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Kiran Sathiaraj
Client Services Officer
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 25,
100 Miller Street
(Northpoint Tower)
North Sydney NSW 2060
PO Box 1815
North Sydney NSW 2059
