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).
CFA® charterholder, CA, BCom, GradDipAcc, Dip FP
Financial Planner | Research Manager
Jonathan is passionate about helping clients achieve their financial goals and provides high-quality financial advice with integrity and honesty. He began his career in auditing, progressing to audit manager, before joining the financial services industry. He has 12 years of experience working for large international institutions including HSBC Private Bank and Northern Trust in the UK, and AMP in Australia. His various roles with these institutions have included managing client relationships for high net worth clients and various finance and team management roles for funds and corporates.
Jonathan is also our Research Manager, utilising the investment knowledge he has gained over his career as a Chartered Accountant and Chartered Financial Analyst charterholder. In this capacity, Jonathan provides ongoing review and oversight of all new and existing products recommended by PWS
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.
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 Don Jeffers
Support to Don Jeffers
After finishing his Bachelors of Accounting from Mumbai (India), Jay moved to Sydney to complete his Master of Applied Finance (Banking) and Master of Professional Accounting from University of Western Sydney. He is also pursuing his Diploma of Financial Planning (RG146).
Jay has worked in client services, data management and administration in the telecommunication, education and financial services industries since 2008.
He enjoys working in the financial services industry due to its dynamic character. His role at PWS allows him to combine his experience in customer service with his interest in financial services, enabling him to provide an efficient and complete administration experience to all PWS clients.
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