Your Financial Planners.
At Tudor Investassure, we're always on hand to assist you with your financial planning needs, helping you reach your goals and make the most of your money throughout your life.
Below you'll find the team under our licensee Professional Wealth Services (www.pws.net.au)
Financial Planning Team
Managing Director, Tudor Investassure Pty Ltd
- Turning comprehensive technical complexities into easy to understand outcomes;
- Devising solutions that fit within client budgets and objectives;
- Coordinating, organizing and implementing strategies in a systematic and effective manner; and
- Educating and empowering her clients to make good financial choices in life.
AFP®, BBus (Finance/Intl Bus), Adv Dip FS (FP)
Yosha joins the team with a strong background in advice. He has a passion for building relationships and working with individuals to grow their wealth and to live the lifestyle of which they dream. Yosha has spent 8 years working within the boutique, full-service financial advice industry.
Yosha holds a Bachelor degree in Banking and Finance and International Business, the Advanced Diploma in Financial Services (Financial Planning), Certificate IV in Finance and Mortgage Broking as well as specialist accreditation across Self Managed Superannuation Funds and Listed Securities.
Yosha holds the Associate Financial Planner designation with the Financial Planning Association (FPA) and is a member of the Financial Services Institute of Australasia (FINSIA).
Dip Fin Markets, Dip FS, Dip FP, SA Fin
With a wealth of experience, John specialises in providing tailored personal financial advice to individuals, SMSFs and other entities. With Banking and Financial Planning industry experience spanning 20 years, he is well versed in meeting his client’s diverse needs by providing logical and easy to understand advice.
John has a Diploma in Financial Markets, Diploma in Financial Planning and Diploma in Financial Services and also holds specialist accreditation in Aged Care, Self Managed Super Funds, Margin Lending and Geared Investments, Listed Securities and Derivatives. He is a Senior Associate of the Financial Services Institute of Australasia (FINSIA).
Grad Dip App Fin, Dip FP
Mark has over 18 years of experience providing personal financial advice. He believes that at the centre of achieving goals there must be a clearly identified plan including achievable milestones along the way.
He specialises in retirement planning and is passionate about providing peace of mind for pre-retirees and retirees alike. He believes it’s imperative to determine as early as possible if there are any shortfalls while also being clear on important retirement issues such as longevity of funds and capacity to spend.
Mark has a Diploma in Financial Planning and a Graduate Diploma in Applied Finance and is currently enrolled in the Masters program. He also holds specialist accreditation in Defined benefit Funds, Self Managed Super Funds, Margin Lending and Geared Investments, Listed Securities and Derivatives. He is a Senior Associate of the Financial Services Institute of Australasia (FINSIA).
Dip FP, SMSF Accreditation, SA Fin
Lisa has 25 years' experience working in the health sector in a business advising capacity recently updating her financial education to pursue the opportunity to work with all walks of life (with a particular focus on the health industry) in developing and achieving their financial goals.
Lisa has a Diploma in Financial Planning, accreditation in Self-Managed Super Funds (SMSF) and is currently enrolled in a Masters of Financial Planning.
Her passion is to educate and support the next generation in achieving their financial goals and provide support to those looking to retire who may have left their run too late. The key to successfully retirement is not pretending you know what to do with your money but to identify a professional financial adviser you trust to be a part of your life and help you achieve success - not working harder but smarter.
BA (Maths & Fin)
Sonia Fung is our paraplanner and has been working in the financial planning industry since 2011. Previous roles include Client Services Manager for a financial advisory firm, Marketing Assistant and a PR internship.
She was born in Hong Kong and moved to Sydney 10 years ago. She holds a Bachelor of Mathematics and Finance from University of Technology, Sydney.
CFA, B.Bus, LLB (Hons), Dip FP
Emily is our Research Manager and is responsible for constructing and monitoring our Approved Product List. Emily has over 15 years’ experience in financial markets gained in various portfolio management roles in New York, London and Sydney. Prior to her role at PWS, she worked as an investment consultant to a New York based boutique impact investment manager, since acquired by Goldman Sachs.
Over her career Emily has created, managed and monitored both impact investment and mainstream investment portfolios. She has managed portfolios of both debt and equity investments whilst working in capital markets for Merrill Lynch (London) and The Royal Bank of Scotland (London). In Australia she worked as a Director and Portfolio Manager at Westpac Bank, overseeing a $5 billion discretionary investment portfolio.
Emily is a CFA charterholder and holds a Bachelor of Laws (First Class Honours), Bachelor of Business (First Class), and Diploma in Financial Planning.
LL.B., Grad Dip FP, ANZIIF (Fellow)
Mike is our Compliance Manager and has over 34 years’ experience in the financial services industry in various technical and managerial roles.
Prior to joining PWS he has held senior compliance roles in financial services including licensing and audits/reviews for a major insurer, general insurance brokerages and numerous financial planning firms and their representatives.
Mike earned a degree in law from the Australian National University in Canberra and holds a practicing certificate as a solicitor and barrister in NSW. He is also a fellow of the Australian and New Zealand Institute of Insurance and Finance and holds a Diploma in Personal Financial Planning from the University of Southern Queensland.
Mike is responsible for conducting our AFS Licensee and Representative Reviews, managing our compliance requirements with various government regulatory bodies and general compliance management.
BCom (Acc), ACCA
Kirstin began her career in auditing in South Africa and obtained extensive experience in the audit and accounting of a wide range of industries. Subsequently she worked as a financial analyst with the Royal Bank of Canada in the Channel Islands before relocating to Australia, and joining PWS.
Kirstin is a member of the Association of Chartered Certified Accountants (UK) and joins PWS as our financial controller.
M.A. (Cambridge), J.P, F.A.I.A., M.I.P.A.
Technical Communications Consultant
Richard's role is to ensure our communications to both clients and the public are clear, consistent and easy to understand.
After 8 years Brand Management Marketing for Unilever and 20 years working for major advertising agencies (McCann Erickson's, FCB, Publicis and Schofield Sherbon Baker), Richard decided to put his MA from Cambridge University (majoring in Economics and Natural Sciences), to better use.
Starting as a financial adviser in 1989 Richard qualified as one of the first Certified Financial Planners in Australia. For 5 years he was in the top 50 Australian Financial Planners in Smart Investor's "Master Class". He has also been a contributor to the Sunday Telegraph "Money Penny" feature as well as writing technical articles for Money Management.
Richard still licenses his own Financial Modeling Software – used by advisers, accountants, fund manager technical teams and paraplanners, including using it himself to write several hundred Statements of Advice for other advisers.
Client Services | Administration Team
Client Services Officer | Administration Support to Naomi Rosenthal
Monika has over 10 years professional experience in administration, marketing and training, working in multicultural environments providing service to people with different cultural backgrounds.
Monika has a Master of Management and Marketing, and Dip in Business.
Monika provides the day to day support to our executive financial planners and ensures that PWS’s valued clients financial needs and requirements are administered accordingly.
My passion is delivering excellent customer service to our valued clients as well as providing administrative support to financial planners ensuring that customers receive the best value in service PWS can offer.
Client Services Officer | Administration Support to John Hazell
Lisa has over 36 years of which 20 has been in banking, tax and accounting practice. Lisa provides the day to day support to our executive financial planners and ensures that PWS’s valued clients financial needs and requirements are administered accordingly.
One of the key factors in working for PWS is providing the best possible service to our very important and valued clients on a day to day basis.
I am very passionate about supporting our client database and ensuring any concerns that may arise are taken care of efficiently and as quickly as possible.
Tudor Investassure Pty Ltd | ABN 74 881 211 664 | Phone: 02 9455 0655 | Email: firstname.lastname@example.orgPost: PO Box 1142, North Sydney NSW 2059 | Office: Ground Floor, 100 Walker Street, North Sydney NSW 2060
Corporate Authorised Representative of
Professional Wealth Services Pty Ltd Australian Financial Services Licence No. 312047 ATF Professional Wealth Services Unit Trust | ABN 58 174 609 776
Office: Ground Floor, 100 Walker Street, North Sydney NSW 2060 | www.pws.net.au