He is passionate about building long-lasting client relationships and helping clients achieve their financial independence and life goals.
Theo’s expertise includes working with medical professionals, risk management, wealth creation strategies, and retirement planning. He holds a Diploma in Financial Services (Financial Planning), a Bachelor of Science, and is a Certified Financial Planner (UK). He is also a member of the Association of Financial Advisers and was recognised as Most Trusted Adviser in 2023.
Outside work, Theo enjoys life on the Central Coast with his wife and daughters, Eliza and Penny, and is an avid fisherman, often escaping for fishing trips to Queensland.
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