4 Aug 2022
Congratulations to Gareth Davies, PSK Private Wealth’s newest partner. Based in Brisbane, Gareth specialises in holistic financial planning and investment management.
Gareth has been in the financial services industry for more than 15 years, having previously worked at as a director of wealth management. Gareth saw growth in the PSK’s unique and personalised treatment of clients’ finances. “PSK is more nimble and client-centric than my former employer. PSK has a wider investment offering with SMAs which cut down costs and improve efficiency, so next-gen investment portfolios for the new generation of investment professionals,” he said.
“I am more accountable to my clients and my business becoming a partner. It also has given me that grounding and stability I have been looking for. As a partner, my clients know they have a relationship with me for the long term, and that’s encouraging. “I see the firm growing in new clients in the professional segment. I am here to grow with that market segment.”
Please contact Gareth and the PSK team if you are interested in financial advice.
Learn more about how Gareth can help you.
