It’s not the blowing of the wind that determines our direction,
it’s the set of the sail
Jim Rohn
Our People
Our qualified staff members are here to assist you
Therese Jarrett has over 25 years’ experience in the Financial Services Industry. Therese is a very experienced Financial Planner who enjoys assisting clients grow their wealth over time. She is experienced in Wealth Creation , Superannuation, Retirement Planning, Risk Management, SMSF and Age Care.
Therese has the following Qualifications:
- Double Major in Economics BA(Econ)
- Diploma of Financial Planning
- Certificate in Financial Markets
- Graduate Diploma of Financial Planning (Studying)
Therese enjoys playing field hockey and tennis and spending time with her family
Daniel had been in Financial Services for over 19 years and has worked closely within large financial organisations and boutique financial planning businesses which has given him the understanding and experience of how things work and how to make it work for you. He also feels importantly he is someone that is easy to communicate with as well. By understanding client’s goals Daniel can formulate effective strategies for clients’ financial and lifestyle tailored to your individual needs.
Daniel plays basket ball and enjoys mountain biking. Daniel enjoys walking his dog Princeton.
Many people take no care of their money till they come nearly to the end of it, and others do just the same with their time.
–Johann Wolfgang von Goethe.