Professional Advice For Professional People

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.

Piccadilly – Experience

We have been located in the heart of the Sydney CBD for more than 13 years. Our clients include, but are not limited to:

  • Lawyers
  • Doctors
  • Accountants
  • Health professionals
  • Executives
  • General and senior managers
  • Business owners

We understand that professionals want great financial advice with the minimum of fuss.

What makes Piccadilly different?

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.

Financial Planning Services for Professionals

We offer a comprehensive range of financial planning services and typically; we find the following are popular with professionals:

  • Salary packaging advice – Including superannuation and insurances
  • Self Managed Superannuation Funds (SMSF)
  • Life and Income protection insurance – Specialist advice to protect you, your family and your business
  • Simplified portfolio management – managing your investment portfolio with  minimum fuss

What to expect from a consultation at Piccadilly

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.

How will you benefit from our services?

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.

How to get started

Why not give us a call to take advantage of our initial complimentary consultation on  (02) 9267 7832. Alternatively, click for our contact page and send us an email.

Piccadilly Financial Services Pty Ltd
AFSL 414417
ABN 97 096 525 914

Our advisers are authorised to provide financial advice as Representatives of Piccadilly Financial Services Pty Ltd