Therese is a qualified financial planner with over 30 years' experience in the financial services industry including extensive experience working with clients in the field of banking, personal and mortgage lending and financial planning.
Therese's qualifications include the Advanced Diploma in Financial Services (Financial Planning) and she is currently undertaking further study towards a Masters of Financial Planning.
She is committed to ensuring her clients continue to build their wealth and protect what they have so that they can enjoy the fruits of their hard work.
Therese moved into Financial Planning 10 years ago when she felt disheartened about the growing level of personal debt and the lack of direction by her clients at the time. She wanted her clients to re-evaluate where they were heading and set them on a path to achieving their financial goals. Therese understands that making financial decisions can be hard without guidance and loves seeing the relief on her clients' faces when they have achieved a goal that they never thought possible.
When not at work Therese enjoys spending time on the water with her husband, catching up with her children and keeping fit and healthy.
Therese is an Authorised Representative of Securitor Financial Group Limited, ABN 48 009 189 495, AFSL 240687.