After six years as an Australian army officer, Don entered the financial planning industry in 1980. During his career Don has helped clients ranging from those just starting out to individuals requiring the development of strategic financial plans and ongoing management for portfolios valued in the millions. Don has also worked at senior national levels in several management roles, is a sought-after public speaker and has presented numerous papers at industry forums.
Don has qualified as a Certified Financial Planner (CFP®), the highest internationally recognised qualification within the industry. He holds a Diploma in Financial Planning from RMIT University and has completed extensive training in the specialised area of Self Managed Superannuation. He is also a Justice of the Peace.
Don is active within a number of professional associations, the Financial Planning Association of Australia (FPA) and the Self Managed Superannuation Fund Professionals Association of Australia (SPAA).
Fees are explained in our free initial consultation after we understand your particular needs and objectives and how we can assist you to meet your goals.
Thanks for your time, Don, & look forward to reconnecting on the TTR opportunity shortly. Cheers, Barry
Don is an excellent communicator that sets out the position clearly.He is able to simplify complex issues.
Please don't make me work. Don was as always great.
Don has given me advice on consolidating and managing my superannuation as well as protecting my income to provide financial security and peace of mind. I'm extremely confident in his knowledge and experience and have tested him during our meetings to ensure my needs are being thoroughly considered in the investment strategy. I'd recommend him or PWS to anyone looking for tailored expert financial advice.
Don is very responsive and helpful to explain complex superannuation...
- Adviser status Platinum
- Number of reviews 10
- First year providing advice 1980
- Years of experience 43
- Certified Financial Planner (Special Entry 'A')
Professional Wealth Services Pty LtdSuite 3, Level 25, 100 Miller St
North Sydney, NSW 2060
- 9:00am – 5:00pm Monday – Friday
Professional Wealth Services Pty Ltd