Page 4 - 2020 PSK Portfolio - Client Name
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Our business
Our business was established in 1969 and is headquartered in Sydney’s CBD and has
offices in Parramatta, Campbelltown, and Central Coast.
Our success has been developed over many years; achieved through mutual trust and
providing comprehensive advice services to our clients and their families.
We have a dedicated team of Advisers, Paraplanners, and Client Services and
Administration staff who deliver quality financial planning services.
Whilst PSK has grown to become one of the largest advice practices in the county, our aim
today is the same as it was in 1969 – quite simply, to provide advice that puts you first.
Our promise
At PSK, our promise is to help you achieve financial peace of mind by providing you with a
personalised financial strategy, backed by our expertise and commitment to research, which
ensures our planning, advice and service will help you meet your goals.
Our team has a very clear understanding of what our purpose is – to help you protect the
assets that you have taken a lifetime to build.
It is part of the values that our firm was built on 50 years ago, and we are proud to be able to
continue the promises made by the people that came before us at PSK.
