About Me

Therese loves working with new and existing clients to make their dreams come true. Whether its to save for a deposit to purchase a home, to educate your children at private schools, to save up for the big trip overseas or to enjoy a comfortable retirement, or to protect your family in case of bad times.

Areas of Focus

  • Aged care
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 30 Years
  • Licensed By
    Licensed By Assetly Australia Pty Ltd