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Showing 1 - 2 of 2 results for "Phillip Win"

The challenge of articulating value of ongoing advice

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... Personal Financial Services principal and founding director Angela Martin and Profile Financial managing director Phillip Win, sharing difficulties faced in servicing clients or would-be clients. "I was once asked at a seminar, 'Why do you prefer an ...

Advice group appoints chief executive

JAMIE WILLIAMSON  |  TUESDAY, 28 SEP 2021
... been with Profile since March 2018. She has over 22 years' experience in wealth management. Profile managing director Phillip Win said he and the board are confident Ridley will continue to drive the firm's growth ambitions. "Lena is extremely dedicated ...
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