Profile Financial Services - Sydney Office

Financial Advisers & Mortgage Brokers in Sydney, New South Wales

4.9 (34)

Category	Financial Advisers & Mortgage Brokers · Financial consultant
Address	Level 32/200 George St, Sydney NSW 2000
Area	Sydney, New South Wales
Phone	(02) 9683 6422
Website	profileservices.com.au ↗
Google rating	4.9 (34)

Opening hours

Thursday	8:30 am–5 pm
Friday	8:30 am–5 pm

About Profile Financial Services - Sydney Office

Worrying about money is the last thing anybody wants to do. At Profile Financial Services, we know how frustrating it can be to work hard for your money without making any progress financially. Feeling in control of your finances, growing your wealth, and achieving financial freedom shouldn’t be stressful. We go out of our way to make the entire financial planning process as simple and headache-free as possible.

We help our clients with their goals of creating wealth, planning for retirement, mitigating personal risk, and more. Using our approach of goals based financial advice tailored for you helps us acheive our goal; which is to help our clients 'Live the life you want, with confidence'.

Is this your business? Claim this listing to update details, add photos and get a verified badge. Want more customers? Feature it at the top of financial advisers & mortgage brokers in Sydney.

Latest Google reviews

The 5 most recent reviews shown on Google Maps. Reviews belong to their authors; read all of them on Google.

Graham&Judith Robinson a month ago

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.

Sal Whit 5 months ago

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.

Louise Hochstetter 7 months ago

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.

Jennie Middleton 8 months ago

We have been with Profile Financial Services for many years and Scott Ungaro has been our Financial Advisor for much of this time. We have found Scott to be extremely helpful whenever we have needed his assistance. All work has been conducted in a timely and professional manner. We would highly recommend their services.

Janne Walker 9 months ago

Always find Kurt very patient and understanding to all my questions. Always professional so I can understand how everything works. He organised all my finances so I could receive my pension payments with no worries. I highly recommend Profile for no worries retirement.

All reviews on Google ↗

Frequently asked questions

Where is Profile Financial Services - Sydney Office located?

Profile Financial Services - Sydney Office is at Level 32/200 George St, Sydney NSW 2000, in Sydney, New South Wales. Use the “Open in Google Maps” button on this page for directions.

What kind of business is Profile Financial Services - Sydney Office?

Profile Financial Services - Sydney Office is listed as a financial adviser and is also tagged on Google as financial consultant.

What are the opening hours of Profile Financial Services - Sydney Office?

Published hours are Thursday: 8:30 am–5 pm; Friday: 8:30 am–5 pm. Hours can change on public holidays, so call before a special trip.

What is the phone number of Profile Financial Services - Sydney Office?

You can call Profile Financial Services - Sydney Office on (02) 9683 6422.

How is Profile Financial Services - Sydney Office rated on Google?

Profile Financial Services - Sydney Office has a Google rating of 4.9 out of 5 from 34 reviews.

Does Profile Financial Services - Sydney Office have a website?

Yes, the website of Profile Financial Services - Sydney Office is profileservices.com.au (linked on this page).

Are there other financial advisers & mortgage brokers near Profile Financial Services - Sydney Office?

Yes. Sydney also has Confio Insurance Services - Insurance Advisernet, Omnisure, Pivot Wealth - Financial Planning among others; see the full list of financial advisers & mortgage brokers in Sydney at the bottom of this page.