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About Theo
Theo is a Financial Planner for Bridges Financial Services covering the Adelaide area.
Theo is a Certified Financial Planner® with over twenty years of experience. He prides himself on his professional conduct and ethics.
He is passionate about working with clients to achieve those things which are most important to them.
Education and Experience
Theo holds the following qualifications:
- Bachelor of Economics
- Certified Financial Planner (CFP®)
- Graduate Diploma in Financial Planning (FINSIA)
- Professional Certificate in Self-Managed Superannuation Funds (University of Adelaide).
What my clients say
“Theo has assisted me greatly and showed real empathy and concern when my husband passed away and I became ill. He visited and explained things clearly and was happy to include my daughter in these discussions. He has always responded quickly to my emails and phone calls.”
Outside of work
Outside of work he enjoys doing what he wants, when he wants, with no deadline.
Let's talk
When it comes to your goals, it helps to talk about them, think about them, and, most importantly, dream a little. Start a conversation with Bridges today.