Our Team

Financial Planners

Phillip Win
Managing Director,
Senior Financial Planner

Phillip commenced his career in Financial Planning during the final year of his Economics degree at the Australian National University in 1995. Phillip then moved to Sydney to work in both boutique and institutional financial planning firms, whilst also completing his post graduate studies in Financial Planning, attaining the professional designation of Certified Financial Planner®.

Phillip holds a Bachelor of Economics (majoring in Statistics) from the Australian National University and a Diploma of Financial Planning from Deakin University.

Phillip is a member of the Financial Planning Association of Australia and the Boutique Financial Planning Group (BFP), having been an Executive member for 4 years.

Phillip lives in the Blue Mountains with his wife and two sons, and enjoys outdoor activities such as bush walking, road and mountain bike riding and golf. Being from Wagga Wagga, Phillip’s sense of community shows him coaching his son’s soccer team and managing his cricket side. Phillip is a volunteer fire-fighter with the Warrimoo Bush Fire Brigade and combines his  passion for cycling with fund raising activities, including riding 1000kms over 7 days to raise close to $7,000 for the Future2 Foundation , one of the industry’s way of making a lasting difference in the lives of those who need it most, giving disadvantaged young Australians a second chance and hope for a better future.

Phillip has a strong interest and knowledge of investment markets and is constantly exploring “cutting edge” strategies to deliver to the clients of Profile.

Chris W.

I feel secure due to the personal interest of Mr. Win and his staff…Most interesting are the invitations to the seminars/luncheons and post budget evening, most informative and we have the opportunity to share our opinions.

Ken P.

I believe that I get good advice and Phillip always answers my questions promptly.

Andrew M.

I feel that the advice we receive is tailored and objective. Phillip is engaging and is willing to challenge us which I respect.

Joan M.

The firm works hard at innovating and Phillip is exceptional in his communication.

Ben S.

Phillip has looked after my parents for quite a number of years. We just started using him personally, not a lot as yet, however the relationship will grow over the years. He has always done a great job for my folks, so far he has been great for us as well.

Barry C.

I have known Phillip Win for over ten years in a business capacity.
At all times I have found Phillip to be extremely helpful and supportive of me in my on-going battle with an insurance company.
Phillip has stood by and assisted me in relation to financial matters, medical matters or terms and definitions in the insurance policy, always in a timely manner.
Phillip has also proved to be very reliable, always returning phone calls or emails without delay.
Without his professional support throughout the whole process, the battle I endured with an insurance company would have been far more difficult.

Kurt Ohlsen
Senior Financial Planner

Kurt initially joined Profile in 1999, working part-time in the administration team while completing his University studies. On completion of his degree, he moved into corporate banking with the Commonwealth Bank, where he developed a strong knowledge of entity structures, as well as cashflow and debt structuring. In 2006 Kurt returned to Profile, where he now works as a Senior Financial Planner.

Kurt’s passion for planning is to help people make their own, well-informed financial choices by breaking down complex information and situations, and identifying the important issues that need to be addressed. He has a particular interest in Self-Managed Superannuation Funds (SMSFs) and the range of beneficial strategies they can open up for clients. Kurt holds a Bachelor of Agricultural Economics (Majoring in Corporate Finance, Economics and Agricultural Economics) and a Diploma of Financial Planning. He is a member of both the Financial Planning Association of Australia (FPA) and the Self-Managed Superannuation Professionals’ Association of Australia (SPAA).

Maxine M.

Returns have been within target range. Excellent communication. In particular, Kurt’s clear explanations, great patience and engaging personality. Willingness to take petty administrative tasks off me and solve them for me. Accessibility of any person who I have needed to contact. All staff unfailingly pleasant, helpful and polite. – Hugh M
My financial status has improved dramatically since Profile took over it. My confidence in Kurt Ohlsen and his colleagues is absolute too, have no doubt about Kurt’s integrity and that of the company.

Rod T.

Total confidence in Kurt and his staff plus their product knowledge and plans for my future financial requirements.

John W.

We have been with Profile for 12 years from the date of retirement. (I had also benefited from Profile as adviser to my employer for 15 years prior to retirement). Since retirement Profile’s investment advice has been exceptional in supporting my allocated pension. A major factor in highly rating Profile is the personal one-on-one service provided. This includes a vast amount of retirement advice as well as pure financial advice. We speak very highly of Kurt’s personal and friendly association.

Judy M.

Kurt is very professional and articulate but can still make you feel like he is talking to a friend.

John B.

Taking time, giving examples and explaining well financial advice/requirements. Able to contact him no matter how small your query may be Kurt is very approachable.

Scott Ungaro
Financial Planner

Scott joined Profile in 2011 as an Associate Financial Planner. Originally hailing from the USA (Texas), Scott has worked in the Australian financial services industry since 2008. He began his career here as an analyst for a small financial services publishing company, before joining UBS Wealth Management and most recently Profile.

Promoted to Financial Planner in July 2014, Scott works meticulously on creating strategies to ensure clients’ financial and personal goals are met. He prides himself on delivering exceptional customer service and support.

Scott holds a Masters in Personal Financial Planning, an Advanced Diploma and Diploma in Financial Planning, and in July 2016 received his Certified Financial Planner® designation, the highest designation in the profession. Scott is also a member of the Financial Planning Association of Australia.

Away from work and studying, Scott enjoys playing soccer, travelling, hiking, white-water rafting, and keeping up with American sports – especially with his favourite team the Dallas Stars!

John T.

I am very grateful for the way in which Scott took me through our investments, the background to an understanding of where we are heading, and his advice about our future. Scott patiently gave me a very good understanding of our financial position, both present and in future.

Vini V.

Scott is excellent at providing sound advice tailored to your specific circumstances. He takes the time to understand your needs, and is patient and thorough with his advice. I would recommend Scott to anyone wanting to reassess and achieve their financial goals.

Laura Donovan
Financial Planner

Laura joined Profile Financial Services in 2011 as an Associate Financial Planner with a clear career path in mind. Having worked in the Australian Financial Services Industry in various roles and organisational structures (including a global credit rating agency), Laura was pleased to have found a home at Profile to focus on helping clients through wealth accumulation strategies, suitable investment choices and ensuring they have the appropriate insurance in place should things go wrong.

In 2015 Laura was promoted to Financial Planner; directly advising existing clients along with growing her own client base.

Laura has an Advanced Diploma in Accounting, a Graduate Certificate of Financial Planning and is currently studying a Masters in Financial Planning. Laura is also a member of the Financial Planning Association of Australia.

Outside the office, Laura’s time is spent with her daughter and partner in the beautiful Eastern Suburbs of Sydney. Having emigrated from Ireland 10 years ago, Laura and her family make the trip back as much as possible to visit relatives and friends.

Rosey M.

Laura is really good at breaking down complex information and presenting it in an easy to understand way to a non-financial savvy person. Laura is very friendly and easy to speak to about my financial needs and goals.

Rachael Arnold
Financial Planner

Rachael joined the team in July 2014, following 2 years with Centric Wealth Advisers.

Rachael completed a Bachelor of Business degree majoring in Finance at UTS, Sydney and then continued on to complete the Diploma of Financial Planning. She is currently working towards her Advanced Diploma of Financial Planning. Rachael enjoys travelling, having caught the travel bug at an early age after living in Sydney, Singapore and Perth before the age of 10.

Grant Watson
Associate Financial Planner

Grant was born in Dunedin, on New Zealand’s South Island.  He has completed a Bachelor Degree in Commerce majoring in Economics and Management, a Graduate Diploma in Political Science, and a Diploma in Financial Planning. He is looking forward to working towards becoming a Certified Financial Planner®.

Grant comes from an operations and finance background, having owned and run two companies. It is this background that has given him the commercial acumen and empathy required to advise clients, and to understand the demands of a delicate work-life balance.

With a passion for helping others, and an understanding of the benefits of financial knowledge, Grant enjoys assisting clients in securing their financial future.

A typical New Zealander, Grant is keen on sport and Rugby Union in particular. He loves living next to the beach, kayaking, surfing and competing in triathlons.

Kristine Pham
Associate Financial Planner

Kristine joined the team in early 2016 after having worked in marketing, legal and finance roles, most recently for Zurich Financial Services in Sydney.

Having gained her Commerce degree at The University of New South Wales, Kristine completed her Diploma of Financial Planning in late 2016 and is close to completing her Advanced Diploma of Financial Planning. She is looking forward to engaging with clients to help them realise their potential.

In her own time, Kristine loves reading, watching documentaries, travelling, hamburgers, and is “intrigued by the unconventional”. She speaks fluent English and Vietnamese.

Todd Stanford
Senior Financial Planner

Todd was admitted as a Chartered Accountant in September 1999 and has 20 years experience working in large and medium size professional service firms.

Having initially started his career in the audit division of KPMG in late 1995, he followed his goal of working with private individuals by requesting a transfer to the tax division. There he worked primarily with international executives providing personal tax, salary packaging and superannuation advice along with tax preparation/lodgement services.

In August 2000 Todd joined Andersen to assist with the establishment of their wealth advisory division where he worked with the same team for 7 years before joining William Buck as a Senior Advisor in August 2007.
Todd is a very committed person who enjoys meeting new people and helping them come up with solutions to their financial challenges.

His role is one of a ‘trusted advisor’ for his clients who benefit from his integrated, hands-on approach to wealth management. Todd is also intent on ensuring clients are kept up to date and are fully aware of what options are available to them so they may make informed choices about their wealth.
Todd lives in the Blue Mountains with his wife and three children (who keep him very busy!). He is a music enthusiast, a keen golfer and a passionate fisherman. Todd is also actively involved in the local inter-church group and has been on the committee since the early 2000’s.

Vivian Rudra
Associate Financial Planner

Vivian joined Profile in mid-2017 after three years in Banking Operations, having spent time in roles across Client Services and Financial Operations with a focus on mortgage services and solutions. Prior to this, Vivian completed a Bachelor’s Degree in Applied Finance and has more recently acquired the Diploma in Financial Planning qualification.

His background in Finance has seen him build a keen interest and understanding of investment markets. He hopes to compliment this by enhancing his knowledge of entity structures and the various strategies that can be employed to optimise a client’s cashflow, tax and net wealth position. Vivian enjoys the fact that he gets to interact with clients on an ongoing basis and assist them with navigating the complexities of the financial world.

Originally hailing from the sunny island of Sri Lanka, Vivian was born to a family of sport fanatics. It was no surprise to the family then, when his dad chose to name him after the cricketing legend Sir Vivian Richards. Having played rugby union at school he is an avid follower of the game and enjoys watching cricket and motorsports,  amongst other things. He also enjoys riding his motorbike on the weekend.

Michael Zaia
Associate Financial Planner

Michael joined Profile in 2017 as an Associate Financial Planner. Michael is a graduate of the University of Sydney, completing a Bachelor of Commerce with majors in Finance and Economics. He has since completed the Diploma of Financial Planning and aspires to become a Certified Financial Planner®.

Michael brings with him experience working in retail management, banking operations and client service, most recently with Macquarie Group. He is excited to meet new clients and implement strategies to help them kick their financial goals.

In his free time, Michael loves watching and playing sports, particularly football/soccer (a huge Liverpool FC fan) and tennis. Other interests include watching movies, travelling and doughnuts.

Other Team Members

Aine Love

Marketing Manager

Aine has been working for Profile in a part time capacity since July 2009 in administration and marketing roles, and was recently promoted to Marketing Manager. Aine has been in Australia since 2003, having previously worked for 9 years in London in a variety of roles for the financial information provider Bloomberg LP.

Outside of work Aine enjoys socialising with friends and is kept busy with her 2 young boys.

Sharon Cruickshank

Team Assistant

Sharon joined Profile in August 2011 and is part of our Administration Support Team. Prior to joining Profile she worked with State Super Financial Services for over 18 years, in both administration and client services roles.

Sharon loves spending time with her three children and her six grandchildren. When a little quiet time is needed she enjoys reading and knitting.

Helen Du Bois

Client Services Officer

Helen joined Profile in January 2011 as a Client Administrator, following three years with Macquarie Bank. Helen holds a Bachelor of Science Degree from the University of Sydney, a Diploma of Computer Graphics & Animation and a Diploma of Financial Planning.

She is a keen snow skier and plans to complete the Advanced Diploma of Financial Planning.

Alison Mercier

Compliance Manager

Alison originally joined Profile in 2000. Alison assists the Financial Planners in providing comprehensive and specialist advice to clients, as well as managing Profile’s compliance obligations including chairing the Compliance Committee. Alison came to Profile with extensive experience in the administration of corporate superannuation funds and enjoys helping her colleagues with superannuation and technical matters.

Alison’s formal qualifications include a Bachelor of Economics from the University of NSW, a Diploma of Superannuation Management from Macquarie University, and a Diploma of Financial Planning from Deakin University.

Anita Snehi

Senior Client Services Officer

Anita joined Profile in 2007 shortly after moving from New Zealand to Australia. She is currently working as a Senior Client Administrator. She is a graduate in Economics and has undertaken post graduate study in Public Administration. Anita loves to spend her free time with her family. She enjoys outdoor activities with her two sons and watching movies. But shopping still remains on top of the list!

Debbie Fowler

Finance Manager

Debbie joined Profile in 2003 as our Finance Manager after having worked for the previous twenty years in the banking industry. After forging a career in the finance industry as well as raising a family, in recent years Debbie has also been pursuing her two other loves: travelling outback Australia, and photography.

She has completed her Certificate IV in Photo Imaging, and since graduating has been the recipient of many photographic awards. Debbie is looking forward to documenting many further fantastic outback trips in her spare time with her photographic skills!

Michael Kidd

Head of Operations

Michael started with Profile in 2015, joining the team as Head of Operations after more than three years in a similar role in another Financial Planning business in Sydney. Michael has had a diverse professional history, beginning his financial services career in 2002. With roles including equities portfolio manager, paraplanner, financial planner and operations manager, he has spent more than a decade learning the Financial Planning profession from the ground up.

Deciding that advising clients was not as interesting for him as the efficient operation of an advice-based business, Michael made the switch into the operational side of the industry in 2011 and has had great success designing, implementing and maintaining the systems and processes which ensure a better experience for clients and colleagues alike. He is passionate about client engagement and client success and knows that improving and simplifying processes can aid that immensely. He loves to systemise and organise everything in his life – at home and at work!

Michael holds a Bachelor of Commerce from the University of Queensland, a Graduate Diploma in Financial Planning and holds the Certified Financial Planner® designation issued by the Financial Planning Association of Australia (FPA). He is also a Justice of the Peace.

Michael and his long-term partner Keerana are avid campers. He enjoys fishing and playing golf, and follows myriad sports including rugby union, football, rugby league, Australian Rules football, American football, baseball, basketball and test cricket. He loves to travel and has toured over 40 countries as well as living in both Japan and England. Michael is a dual citizen of Australia and New Zealand, but being born in Brisbane, he is particularly passionate about the Wallabies and the Queensland Reds, He loves trivia, pub quizzes, films, documentaries, reading and cooking.

Sarah Abood

Executive Director, Chief Executive Officer

Sarah started her career in financial services with AMP in 1989, moving to Sydney (from Tasmania) and holding diverse roles including IT analyst, technical adviser and sales manager over nine years. Sarah has continued her career in the finance world ever since, holding senior marketing and management roles with Rothschild, Westpac, BT, Colonial First State, and most recently with Fidelity International before joining Profile Financial Services in 2010.

She is passionate about financial planning and firmly believes that every Australian should have access to high quality advice to help them reach their financial goals. It’s a great day when Profile can tell a client that they are financially independent!

Sarah lives in Sydney with her husband and two sons. She’s an avid reader and recreational jogger who is trying to progress to runner. She holds a Bachelor of Arts from Sydney University and a Master of Business Administration from Macquarie University. She is a graduate of the Australian Institute of Company Directors.

Lucia Quiroz

Client Services Officer

Lucia joined the team in early 2016 after having worked as a client services manager with another boutique financial planning firm in Parramatta. She is in the process of completing her Diploma of Financial Planning, having already completed two core units, and also holds a Diploma of Events.

Lucia is a single mother to her 6 year old son who is the light of her life and is also in the process of writing a motivational book to help inspire other single mothers on their journey.

In her own time she enjoys spending time with her family, reading, cooking and dancing.

Jerome Bodisco

Head of Investments

Jerome Bodisco has over 20 years of financial services experience spanning investment research, investment consulting, funds management, stockbroking and financial planning.

Prior to joining Profile, Jerome was employed as a senior investment consultant for JANA and Private Investment Consulting (NAB Asset Management).

He has a Bachelor of Mathematics and Finance and holds a Master of Business in Finance degree from the University of Technology.  Jerome was awarded IMCA’s CIMA Program Scholarship in 2010 and is a Certified Investment Management Analyst.

Danielle Berry

Client Services Officer

Danielle joined Profile in 2017 with almost 10 years experience in the finance industry. Starting out with one of the big 4 banks as a teller, her passion for seeing people achieve their goals moved her into the financial planning side of things. She loves simplifying the process for our clients by taking care of all the paperwork and dealing with the major financial institutions so they don’t have to.  She is currently studying her Diploma of Financial Planning and is working towards becoming a Financial Planner in her own right.

When Danielle is not in the office you’ll probably find her riding down a mountain somewhere, whether it’s on a snowboard or a mountain bike, or relaxing at home with her cats, Belle & Ronald. She likes to surround herself with friends and family while her Navy partner is away on deployment, and is always looking forward to the next adventure life has to offer.

Truc Vo

Project Manager

Truc joined Profile in 2017 in the role of Project Manager. Truc first started her Information Technology / Business Intelligence career as a technical engineer with a software company (Crystal Decisions) back in 2002.  Since then she has done a wide range of work including consulting, development, business analysis, and project management for many companies including SAP, AOL (UK), AMP, and NAB.  Apart from holding a number of vendor certifications, she has a Master of Business Administration from Macquarie Graduate School of Management.

Truc is finding both of her roles very rewarding: managing the projects at work and juggling motherhood at home.  At work, she uses her IT skills to solve business problems, at home she uses her multitasking talent to run household chores.  Despite having other hobbies previously such as travelling, photography, toastmasters and studying, now with an active two year old she likes taking the little one out to cafes to enjoy quality mummy/daughter time sipping babycinos.

Our Board

Board Members

Peter Coleman

Non-Executive Director, Chairman

Peter joined the Profile Board as chairman in early 2015.

Peter has over 31 years of experience in banking and financial services, including 23 years with the NAB and 8 years with Macquarie Bank. He is an accomplished Senior Executive and director who has worked at senior executive levels for over 20 years, including appointments within Australia, the UK and the USA.

Peter is passionate about conscious leadership and driving performance through leveraging people, and for the past 6 years has developed a career as an executive coach, a consultant in the field of strategy and leadership development and as a company director. He currently sits on the Board of the Create Foundation supporting the Foundation’s involvement with children in the Australian care system.

Peter loves spending time with his family, travelling, keeping abreast of current and international affairs and following the trends in international financial markets. He is also is a keen distance runner and regularly raises funds for charities through his fitness activities.

He is an experienced leader, board member, chairman and a champion for clients. He believes strongly in values-based business principles and is keen to make a difference at Profile.

Phillip Win

Managing Director, Senior Financial Planner

Phillip started his career in financial planning in 1995, during the final year of his economics degree at the Australian National University. Following completion of his studies, Phillip moved to Sydney to work in both boutique and institutional financial planning firms. During this time he also completed post graduate studies in financial planning, attaining the professional designation of Certified Financial Planner.

Phillip has a strong interest in and knowledge of investment markets, and is constantly exploring the best strategies to deliver to the clients of Profile.

Phillip lives in the Blue Mountains, has two sons and enjoys outdoor activities such as bush walking, mountain bike riding and golf. Having coached his son’s soccer team in the past, he has now moved on to manage the cricket side. Phillip is a volunteer fire fighter with the Warrimoo Bush Fire Brigade.

Phillip holds a Bachelor of Economics (majoring in Statistics) from the Australian National University, a Diploma of Financial Planning from Deakin University, and is a Certified Financial Planner. He is a member of the Financial Planning Association of Australia and the Boutique Financial Planning Group, including 4 years on the executive.

Sarah Abood

Executive Director, Chief Executive Officer

Sarah started her career in financial services with AMP in 1989, moving to Sydney (from Tasmania) and holding diverse roles including IT analyst, technical adviser and sales manager over nine years. Sarah has continued her career in the finance world ever since, holding senior marketing and management roles with Rothschild, Westpac, BT, Colonial First State, and most recently with Fidelity International before joining Profile Financial Services in 2010.

She is passionate about financial planning and firmly believes that every Australian should have access to high quality advice to help them reach their financial goals. It’s a great day when Profile can tell a client that they are financially independent!

Sarah lives in Sydney with her husband and two sons. She’s an avid reader and recreational jogger who is trying to progress to runner. She holds a Bachelor of Arts from Sydney University and a Master of Business Administration from Macquarie University. She is a graduate of the Australian Institute of Company Directors.

Kurt Ohlsen

Senior Financial Planner

Kurt initially joined Profile in 1999, working part-time in the administration team while completing his University studies. On completion of his degree, he moved into corporate banking with the Commonwealth Bank, where he developed a strong knowledge of entity structures, as well as cashflow and debt structuring. In 2006 Kurt returned to Profile, where he now works as a Senior Financial Planner.

Kurt’s passion for planning is to help people make their own, well-informed financial choices by breaking down complex information and situations, and identifying the important issues that need to be addressed. He has a particular interest in Self-Managed Superannuation Funds (SMSFs) and the range of beneficial strategies they can open up for clients. Kurt holds a Bachelor of Agricultural Economics (Majoring in Corporate Finance, Economics and Agricultural Economics) and a Diploma of Financial Planning. He is a member of both the Financial Planning Association of Australia (FPA) and the Self-Managed Superannuation Professionals’ Association of Australia (SPAA).

History

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  • 1986
    Profile is founded by Garry Ohlsen.
    1986
    Profile is founded by Garry Ohlsen.

    The origins of Profile go back to 1986, when Garry Ohlsen’s vision to create an organisation with an absolute focus on its clients began.

    Our current name “Profile Financial Services” was settled on to reflect our prioritisation of the individual client’s profile when considering their financial needs.

    Our logo:

    The pyramid – represents stability, security, and the importance of having a strong base on which to build your plan.

    Our mission is:

    “We partner with and empower clients who want to find a smarter way to build and secure their wealth, so they can live the life they want with confidence.”

  • 1994
    Frank’s Smith’s retirement
    1994
    Frank’s Smith’s retirement

    Frank Smith has been a very important part of Profile’s story from the very beginning. As one of Garry’s mentors for many years, the two have forged a lifelong friendship as well as a great working relationship. Garry named Frank as honorary chairman at our founding, in acknowledgement of Frank’s great assistance, knowledge and wisdom.

    Frank started in the industry with AMP back in 1949 and was one of the first ever graduates of the CFP program, the highest designation a planner can have in Australia.

    Frank retired in 1994 after 45 years in the industry. He remains very much a part of Profile, as one of our ‘alumni’ retired staff network, and he and wife Connie continue to come in for their annual reviews!

  • 2002
    Profile leaves the Hillross (AMP) group
    2002
    Profile leaves the Hillross (AMP) group

    A company providing financial advice to Australians must hold an appropriate licence – “Australian Financial Services Licence” or AFSL – from ASIC.

    Profile was originally licensed through the Hillross group (a subsidiary of AMP).

    The year 2002 saw major changes to the regulation of financial services companies in Australia and Garry decided the time had come to go out on his own. He wanted Profile to control its own destiny, including the products and services it could make available to clients.

    As a result Profile obtained its own license from ASIC and left the AMP group. Profile has retained its own license ever since.

  • 2003
    Profile acquires Anderson Burkett’s financial planning business.
    2003
    Profile acquires Anderson Burkett’s financial planning business.

    Anderson Burkett – a chartered accountancy firm –made a decision to exit financial planning and focus on its core business of accountancy. They felt Profile offered the right combination of services and support to its clients and staff, and the transaction completed in 2003. Phillip Win, who had headed up the planning business at Anderson Burkett, joined Profile and is today a Director of Profile.

    The change marked a major growth milestone for Profile and we also made a decision to update our logo – while still retaining the strong pyramid shape.

  • 2008
    Profile’s advisory board launched
    2008
    Profile’s advisory board launched

    Garry and Phil made a decision to launch an advisory board, to bring an independent and fresh viewpoint to Profile’s decision making, and as part of our commitment to forward thinking and continuing to find better ways to serve our clients. Our foundation independent members were Christine Bull, and Andrew Fairweather.

  • 2009
    Profile opens a Sydney CBD office
    2009
    Profile opens a Sydney CBD office

    In response to client demand, Profile established a permanent city office, initially at Level 8, 261 George St in Sydney.

  • 2010
    Profile hires a CEO
    2010
    Profile hires a CEO

    Having decided that professional management was important to help Profile continue to grow, Profile hired Sarah Abood to the new role of CEO.

  • 2011
    Profile launches new implemented portfolio solutions
    2011
    Profile launches new implemented portfolio solutions

    Profile launched a new set of integrated investment solutions for clients needing a packaged investment solution. These provide asset allocation, risk management and manager selection for clients with minimal paperwork and consolidated reporting.

    Portfolio Solutions

  • 2011
    Advisory board renewal
    2011
    Advisory board renewal

    Christine Bull and Andrew Fairweather completed their tenure, and Richard Crake and Stephen Robertson joined Profile’s advisory board.

  • 2013
    Profile acquires Capel & Associates
    2013
    Profile acquires Capel & Associates

    Frustrated by the increasing load of administration and red tape required to run its own AFSL, but determined to retain independence for its clients, Capel and Associates decided to join forces with Profile Financial Services, with Principal Rick Capel joining Profile as Senior Financial Planner.

  • 2015
    Profile launches new direct shares service
    2015
    Profile launches new direct shares service

    After extensive research and review of the market for equities services, Profile developed and launched a new direct shares solution for clients. It offers a full implementation and advice service, with online access and minimal paperwork and hassle, while our clients still make the final decisions on trades.

    Direct Solutions

  • 2015
    Profile appoints non-executive independent director
    2015
    Profile appoints non-executive independent director

    To support Profile’s continuing growth, we made a decision to add a non-executive director to our board. Peter Coleman joined Profile in 2015 as non-executive director and chairman.

  • 2015
    Profile moves Parramatta office
    2015
    Profile moves Parramatta office

    Having outgrown our previous headquarters at Creagh Cottage, and needing a more efficient communications infrastructure, we moved our Parramatta office to 100 George Street in April 2015. Our new premises are located in a modern office building with excellent communications infrastructure, walking distance from the train, bus and ferry stations, and close to shopping and amenities.

  • 2015
    Profile acquires Aspire Wealth
    2015
    Profile acquires Aspire Wealth

    AMP’s decision to close down the Genesys dealer group left Aspire Wealth principal Stephen Paull in need of a new home. After reviewing the options available, Stephen decided to join Profile – based on our privately owned and licensed structure, high client satisfaction levels, efficient processes and excellent adviser support.

  • 2016
    Profile acquires HSA Financial
    2016
    Profile acquires HSA Financial

    Having decided to explore other roles within the financial services industry, in late 2016 Evan Hill made a decision to close his business HSA Financial. Wanting a smooth transition for his clients and to ensure their financial affairs were well looked after, he chose Profile for our highly qualified advisers, our client-first values and efficient client support service.

  • 2017
    Profile moves city office
    2017
    Profile moves city office

    Our previous Sydney CBD office building was compulsorily acquired by the State Government for a major transport and infrastructure project, and we officially settled into our new premises on Monday 13 February. Our new premises are located in a modern office building within walking distance from the train, bus and ferry stations, and close to shopping and amenities.

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