Profile Financial Services
What’s your dream? At Profile we believe we have the best job in the world – helping you to achieve it.
We are a boutique firm of financial and investment strategists, with a long history of helping our clients develop and act on plans to achieve their financial goals – giving them peace of mind and confidence in the future.
We are 100% owned by staff, with no ownership or licensing ties to any other financial institution, so we have complete control over our offering to you.
Areas of Expertise
- Strategic Planning
- Personal Insurance
- Beddoes 'Most Trusted Advisers' http://www.mosttrustedadvisers.com/
Education and Qualifications
- 2018 - Master of Financial Planning
- 2012 - Advanced Diploma of Financial Planning
- 2011 - Advanced Diploma of Accounting and Financial Services
Member to Member Offer
I will happily meet any WNA member for an introductory meeting at no cost. This meeting helps to determine if we can add value and are a good fit! The aim is for you to find out more about myself and Profile, and for us to form a good understanding of your situation and goals, to see if we can help. If we don’t think we can deliver a benefit to you that’s greater than our likely fees, we will always let you know.