Pinnacle Private Wealth Pty Ltd
Financial Services - Sydney, New South Wales, Australia
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Pinnacle Private Wealth Pty Ltd Details
At Pinnacle Private Wealth Pty Ltd, our role is to help our clients make informed financial decisions to reach the Pinnacle of their Financial Goals and Aspirations.We offer a personalised Holistic Financial Planning service to individuals, families and business owners, which caters for their individual needs and helps them towards achieving their own financial and lifestyle goals and objectives.As the Managing Director and Principal Advisor of the business, Robert Galey has over a decade experience as a Senior Financial Planner and also has a broad background in Financial services (Banking), therefore providing a unique skill set to assist in coordinating your financial plan.Our offices are conveniently located at Governor Phillip Tower, Level 36, 1 Farrer Place Sydney CBD which is 4 minute walk via Young Street from Circular Quay station or 6 minute walk from Martin Place station.Our practice services clients in the wider Sydney Region. We travel regularly and often find ourselves meeting clients at our office in Sydney CBD or at a place more convenient for our valued clients.We are available for out of hour's appointments catering to the needs of working people.Pinnacle Private Wealth Pty Ltd is a Corporate Authorised Representative (No.1240358) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.
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