Summary

Having developed a career in banking, investment and financial planning over the past 10 years, Theo's experience has involved working in both domestic and overseas investment markets. From the outset, identifying the precise expectations and needs of clients has been the defining characteristic of the service he provides. Areas of expertise include Financial Strategist, Accredited SMSF Specialist, Special Disability Trusts, Retirement Planning, Superannuation, Investments, Centrelink