Professional people often have three things in common – highly qualified, high income & busy.
As a professional, your focus is on your profession, your career and often, with running your own business. Usually there is little time left for managing your own personal finances.
At Piccadilly, we are also professionals – Professional Financial Advisers. We are very well qualified, experienced and also busy – helping other professionals achieve their financial goals and aspirations.
We have been located in the heart of the Sydney CBD for more than 13 years. Our clients include, but are not limited to:
We understand that professionals want great financial advice with the minimum of fuss.
Our advisers are highly qualified with accounting degrees & experience as well as being Certified Financial Planners. The advisers are supported by a team of experienced & dedicated staff.
We have our own Australian Financial Services Licence. This allows our business the freedom to choose investment products and services that are ideally suited for our clients.
We offer a comprehensive range of financial planning services and typically; we find the following are popular with professionals:
We offer the opportunity of a complementary consultation. We will discuss your prime financial goals and aspirations along with any concerns you may have.
From the consultation, we will agree on a series of next steps.
We will outline our proposed service arrangement with all fees and charges detailed to you – no hidden surprises.
Today’s financial world is complex and our job is to remove this complexity and put you in control of your finances. We help you make better financial decisions and are always at your side.
Our clients often describe their relationship with Piccadilly as one built upon trust and understanding. We are professional and friendly to deal with.
Piccadilly Financial Services Pty Ltd
ABN 97 096 525 914
Our advisers are authorised to provide financial advice as Representatives of Piccadilly Financial Services Pty Ltd
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Piccadilly Financial Services Pty Ltd holds an Australian Financial Services Licence (AFSL 414417)
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