Professional Wealth Services Pty Revenue

Financial Services • Sydney, New South Wales, Australia • 1-10 Employees

Professional Wealth Services Pty revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contacts at Professional Wealth Services Pty

Naomi Rosenthal

Compliance Director | Financial Adviser

Don Jeffers

Managing Director

Company overview

Headquarters	100 Miller St, Suite 3, Level 25, North Sydney, New South Wales 2060, AU
Phone number	+611300001312
Website	pws.net.au
NAICS	52
SIC	874
Keywords	Financial Advising, Superannuation, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Aged Care, Investment Strategy, Personal Risk Insurance
Founded	2007
Employees	1-10
Socials

Professional Wealth Services Pty Email Formats

Professional Wealth Services Pty uses 4 email formats. The most common is {first name}.{last name} (e.g., john.doe@pws.net.au), used 66.7% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@pws.net.au	66.7%
{first initial}	j@pws.net.au	11.1%
{first initial}.{last name}	j.doe@pws.net.au	11.1%
{first name}	john@pws.net.au	11.1%

About Professional Wealth Services Pty

Professional Wealth Services Pty Ltd (PWS) is a privately owned Australian Financial Services Licensee. Incorporated in 2007, its advisers provide strategic financial planning advice and investment management services to their Australian clients. Based in North Sydney PWS services include advice on asset management, superannuation, personal risk insurance, aged care and estate planning. Through its client and fund relationships, PWS advisers oversee more than AUD $100 million of private client funds.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Professional Wealth Services Pty has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Professional Wealth Services Pty has never raised funding before.

Professional Wealth Services Pty Tech Stack

Discover the technologies and tools that power Professional Wealth Services Pty's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

reCAPTCHA

Security

WP Fastest Cache

Performance

jQuery Mobile

Mobile frameworks

jQuery UI

JavaScript libraries

Google Maps

Maps

MonsterInsights

Analytics

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Professional Wealth Services Pty is located in Sydney, New South Wales, AU.

You can reach Professional Wealth Services Pty at +611300001312.

Professional Wealth Services Pty generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

Professional Wealth Services Pty has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Professional Wealth Services Pty was founded in 2007, making it 19 years old. The company has established itself as a significant player in its industry over this time.

Professional Wealth Services Pty has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Professional Wealth Services Pty

Naomi Rosenthal

Compliance Director | Financial Adviser

Don Jeffers

Managing Director

4.8

40,000 users