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Move adds 17 members to the firm’s Sydney office with an “impressive” array of qualifications and experience, Moore says.
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Moore Australia (NSW) partners with bespoke wealth outfit
08 November 2022
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9 minute read
Moore Australia (NSW) will partner with a North Sydney wealth management company, Professional Wealth Services, to extend the firm’s wealth management arm with bespoke services.
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“The new venture provides extended wealth management services by offering and delivering tailored solutions alongside existing services,” Moore Australia (NSW) said.
It said the move added 17 team members to the firm’s Sydney office and “an impressive resume of a variety of qualifications, accreditations and experience”.
Moore Australia (NSW) director Paul Breedon said it was a timely expansion of the team.
“Our team are passionate about assisting clients to build, manage and protect their wealth,” he said. “I am excited to see this extended service capability at a time when it is most needed, given the turbulent economic activity, and look forward to helping clients achieve their financial objectives.”
Jonathan Young (pictured), who is director of the new partnership operation Moore Australia PWS (NSW), said the move would benefit clients.
“I understand it’s a big decision to trust someone with your money — that’s why I value relationships above all else and have joined with Moore Australia (NSW) to support clients,” he said.
“We offer access to the best advice through our investment philosophy based on extensive research, keeping up to date with changing markets and investment opportunities.
“We provide knowledgeable, strategic advice, always with your best interests at heart and uphold the Moore values.”
Moore Australia (NSW) is a member of the Moore Australia network of tax, audit and business advisory firms and an independent member of Moore Global — the twelfth-largest accounting network, globally.
Moore Australia (NSW)’s financial advisers include Certified Financial Planners, the highest internationally recognised qualifications within the industry.
Moore Australia said it aimed to provide an integrated service designed to help clients grow and develop, foster protection of their business and private wealth, and manage their accounting responsibilities.
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