Profile Financial Services - Sydney Office
About the company
Profile Financial Services was founded in 1986 and has delivered financial advice for more than 36 years. It is a boutique advice firm with its own licence. The firm is a professional practice of the Financial Advice Association Australia and a member of the Boutique Financial Planners Group.
Its advisers are listed on the Financial Advisers Register. Profile Financial Services has offices in Sydney, Parramatta and Mudgee. It provides financial planning services including wealth creation, retirement, care for the next generation, personal risk mitigation, planning and restructuring, and portfolio management.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
We have been clients of Phillip Win for about 30 years and he has been a tremendous asset to us in our financial planning. We are so happy that he has steered us to financial security. We would commend him and Profile Financial Services absolutely.
The Profile team have always been professional and quick to reply to any requests. Phillip Win, our advisor listens to our needs and has worked with us helping us to achieve the best outcome. He has been supportive while we have transitioned to retirement. We are happy to recommend him.
Scott Ungaro of Profile Financial Services is highly recommended by my family and I,who have always been given very responsible and well advised actions over the years to safe guard our financial long term investments.
Kurt Olhsen, Flynn Hume and the team at Profile have been an absolute pleasure to work with. They consistently go above and beyond to help me achieve my financial goals, all the while maintaining a personal touch that is both rare and truly special. I highly recommend their services.
Scott Ungaro at Profile Financial Services has been an outstanding financial adviser. He is highly professional while still offering a very personal level of service. He has provided us with excellent advice around our retirement planning, taking the time to understand our goals and explain everything clearly. He is always available when we need guidance and is very responsive. We feel confident and well supported, and would highly recommend Scott to anyone looking for trusted financial advice.
A very professional financial advisory firm whose focus is on two key elements aside for the other complex moving parts. Firstly a thorough risk management process is conducted to ensure appropriate outcomes, and secondly a strong focus on the client, the investors like us. I feel comfortable with this culture as a client of Phillip Win for quite a number of years and am happy to provide this commendation. Joseph Hauser
Profile Financial Services have managed my Superannuation and investment accounts for over 15 years. They are an independent company not tied to any bank and their investment advice has given me good returns on my investments. My advisor Rachael provides clear easy to understand reports at our 6 monthly meetings and answers any questions I may have. She goes out of her way to assist me in any matter that may relate to my financial situation. I feel supported and confident in the security of my financial future and that gives me peace of mind.
Financial advisers & planners in Sydney compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Sydney are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Discovery Wealth Advisers | ★ 5,0 | 251 | No |
| 2 | AD Advisory ® Certified Financial Planner ® Sydney | ★ 5,0 | 78 | No |
| 3 | CFV Advisory (formerly CFV Services) | ★ 5,0 | 56 | No |
| 4 | Your Private Advisers, Independent Financial Planner Sydney | ★ 5,0 | 27 | Yes |
| 5 | Committed Financial Planning - Sydney | ★ 5,0 | 25 | No |
| 9 | Profile Financial Services - Sydney Office (this page) | ★ 4,9 | 33 | No |