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Profile Financial Services

Profile Financial Services is a boutique firm of financial and investment strategists with a 25-year history of delivering quality advice and measurable value to the lifestyle of its clients and their families.

Boutique - because Profile is not owned by any institution and operates at the premium end of the market providing high-quality, tailored, fee-based, financial solutions.

Strategists - because the focus of all Profile advisers is on the financial and investment strategy and not product-based selling.

Our mission is to deliver genuine, strategic financial and investment advice to our clients in an honest, ethical, disciplined and fee-based manner for the purpose of building and/or strengthening client relationships and delivering successful client outcomes.

The Profile Partnering System

We have created a unique six-step process called the "Profile Partnering System" to assist our clients in building personal wealth and financial security. This six-step deeply consultative process takes our clients along a path of education that equips them to make informed choices regarding their financial future.

In 2002 Profile obtained an unrestricted Dealers License from the Australian Securities and Investments Commission (ASIC) that has allowed the firm to continue providing strategic, rather than product based solutions for clients, without the conflicts of interest created by institutional ownership.

Profile Financial Services was granted an Australian Financial Services License (AFSL No. 226238) by the ASIC in March 2003.