Meet PGW Financial

A dedicated team finding your best financial solutions.

PGW Financial Services is one of Australia's leading financial services licensees.

PGW Financial Services is one of Australia’s leading financial services licensees. We are passionate about transforming Australia’s financial advice industry for the better.

Since 2007, we have provided licensing services for Australia’s best financial advisers. We are passionate about providing personalised, useful and flexible support to advisers who want to grow their unique advice business.

We also want to give clients access to the highest quality and most effective financial advice solutions. By building a strong, supportive community for financial advisers, we achieve both of these goals.

PGW’s key managers have been or are financial advisers – so we know what it takes to create a strong and successful practice. We help our advisers take their businesses to the next level and give their clients advice that makes a real difference in their lives.

The PGW Vision

Trust

Our rigorous onboarding process ensures we attract only the best. So advisers know they’re joining a strong, stable community, and clients can trust in the people who advise them.

Personal Relationship

We develop personal relationships with advisers in our network – learning everything we can about their unique business and supporting them to grow and prosper.

Flexibility

We give advisers the freedom to build their practice their way, rather than prescribe what works for us. There’s room for every type of business in our adviser community.

Future Focus

We consider the present situation but always keep one eye on future opportunities. We’re building a strong, reputable licensee firm that will keep growing well into the future.

The Team

Ben Ross

National Operations Manager

Ben is a National Operations Manager and a responsible manager of PGW Financial Services. Early in his career, Ben graduated from The University of Adelaide with a passion for, and degree in, economics. Since then, he has gained years of invaluable experience in the industry, working in stockbroking, trade settlements, financial advising and licensee compliance. Now Ben is a dedicated and talented financial compliance manager for PGW Financial Services.

Favourite Quote

“Your future hasn’t been written yet. No one’s has! Your future is whatever you make it. So make it a good one!” - Doc Brown

Jobbe Yu

Head of Practice Development

Jobbe is a director and a responsible manager of PGW Financial Services. He started his financial services journey at the Commonwealth Bank of Australia, before working in senior positions at BT and Citibank. After eight years of running and growing his network of clients and advisor team, he joined Solomons Group Australia as the Head of Wealth Management division. Now with PGW Financial Services, Jobbe provides essential compliance support and practice development to assist new PGW advisers.

Favourite Quote

Favourite quote: “Even if you are on the right track, you’ll get run over if you just sit there” - Will Rodgers

Johnny Shin

Head of Partnership and Engagement

Johnny is the head of Partnership & Engagement of PGW Financial Services and Managing Director of Solomons Group Australia. In business, he has always been guided by one key belief: investing is about more than money. It’s a principle that he reinforces across the business and his team, with a focus on fostering client wellbeing and relationships beyond their financial goals. Johnny has worked in the financial services industry for more than 10 years and held senior positions at leading financial institutions, including Macquarie Group and Ord Minnett, where he advised high-net-worth clients. Johnny’s current focus is exploring value-add partnership opportunities for PGW’s community of advisers.

Favourite Quote

“Learning and innovation go hand in hand. The arrogance of success is to think that what you did yesterday will be sufficient for tomorrow” - William Pollard

Tracy Gould

Business Support Consultant

Tracey has been an important member of the PGW team for many years. She has worked in our revenue management team for 10 years. Additionally, she has spent 15 years as the Managing Director of Acompli Business Solutions – PGW’s back-office support and bookkeeping service. Tracey has spent more than 20 years in banking and finance. Before joining PGW, she worked for the Securities Institute of Australia (now FINSIA) as their education and training manager.

Favourite Quote

Jobbe Yu

practice development director

Jobbe is a director and responsible manager of PGW Financial Services. He started his financial services journey at the Commonwealth Bank of Australia, before working in senior positions at BT and Citibank.

After eight years of running and growing his network of clients and advisor team, he joined Solomons Group Australia as Head of Wealth Management Division.

Now with PGW Financial Services, Jobbe provides essential compliance support and practice development to assist new PGW advisers.

Favorite quote: Even if you are on the right track, you will get run over if you just sit there. (Will Rodgers)

Want to know more?

Whether you’re looking for financial advice, or you’re a talented adviser looking for a home of other trusted financial advisers, we can point you in the right direction.

Contact us to find out more.

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