Platinum Portfolio Services

at 350 Collins Street, Melbourne , 3000 Australia

1. Financial Services

Helping people with setting of retirement goals & mapping Investment Strategies that will create wealth & achieve each person's desired retirement income.

Description

A Company started to provide everyday Australians with the ability to access a personalised service for taking care of their Financial future. Whether that be through the provision of the best structured home & Investment loans, maximising Superannuation growth, ensuring full tax minimisation benefits or identifying the best properties to achieve specific goals. Through our network of professionals, we offer an approach that provides an unequalled level of service and an experience unlike any other; easy & worry free - with the knowledge that all your needs and goals are being taken care of with a focused and unified dedication. Phillip Joffe founded Platinum Portfolio Services in May 2014 after having worked for a Melbourne based Financial Services company for 4 years. After leaving school Phillip studied Bachelor of Accountancy at University of the Witwatersrand in Johannesburg South Africa whilst simultaneously serving his articles as an auditor. Combining his flair for numbers with a passion for travel Phillip became Group Accountant for the Peltours travel group. After 8 years in the travel industry Phillip’s focus changed to holiday investments in the form of timeshare. During 12 years in the timeshare industry in South Africa Phillip’s highlights were achieving 2 consecutive years in the “Top 100 RCI Sales Professionals” & attending the RCI world conference in Cancun, Mexico; as well as being appointed Regional Sales Manager for Dream Vacation Club to set up and run various sales offices for the Company. Phillip was then enticed to Australia by Holiday Concepts where he managed resort sales offices and was responsible for finance/loan applications for all the sales made. While working for Wyndham Vacation Resorts Phillip again combined a sales role with the finance/loan application function. In July 2010 Phillip made the change from Holiday Investments to Financial Services, joining Full Circle Financial Group as a Financial Strategist. During his time with the company Phillip attained a Certificate 4 in Financial Services, assisted clients with home & investment loan applications and established the Company’s Property Division from scratch. Phillip was responsible for all the research and selection of properties, negotiations with Developers as well as identifying and presenting the most suitable properties to clients – based on their goals and strategies. This is the role that Phillip is now most passionate about and has set as his focus. “What could be more satisfying than the pleasure of knowing that you are helping people make their dreams come true while ensuring that they will achieve and enjoy financial freedom during their retirement years?”

Company Rating

528 FB users likes Platinum Portfolio Services, set it to 7 position in Likes Rating for Melbourne, Victoria, Australia in Small Business category

Summary

Platinum Portfolio Services is Melbourne based place and this enity listed in Financial Services category. Located at 350 Collins Street VIC 3000. Contact phone number of Platinum Portfolio Services: (03)86001280