Teneale Laister

Alman Partners Pty Ltd

Platinum
12 Yrs Experience
Mackay, QLD 4740
Teneale Laister | CFP® Professional, AFP® BCom(Fin,FinPlan,Mgt)(Hons), ADFS(FP) Senior Financial Adviser & Partner Teneale commenced employment with Alman Partners in 2008 and became a partner in early 2016. Teneale is one of our highly qualified Financial Advisers who possesses a thorough understanding of the technical aspects required to deliver quality advice to our clients, within the ever-changing regulatory framework of our profession. She has a passion for working with people and demonstrates a high level of maturity and compassion when dealing with clients. With her empathetic manner, Teneale enjoys assisting clients to reach their most important life goals by providing comprehensive strategies in a way which is easily understood. Teneale was awarded her Bachelor of Commerce (with Distinction) and an Advanced Diploma in Financial Services through Deakin University in 2012, majoring in Finance, Financial Planning and Management. She is a member of the Financial Planning Association (FPA) of Australia, and in 2016 received the professional designation of Certified Financial Planner®. In 2017 Teneale achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board. Teneale has a wealth of knowledge in many areas of finance and financial planning strategies and is also a specialist in personal risk insurance. Her ability to adapt this knowledge to help clients at all stages of their lives is second to none and provides clients with complete confidence and peace of mind.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Alman Partners Pty Ltd

8 Brisbane St
Mackay, QLD 4740

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Licensed by

Alman Partners Pty Ltd

AFSL 222107

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Like many of us, we suffered a hit with the GFC on our Super and investments and decided we needed expert help if we were going to set ourselves up to retire comfortably. Alman Partners were recommended to us by a friend and from the first meeting with their team we have never felt so confident and comfortable knowing that we were in good hands. Over the years some difficult financial situations have popped up but a after a chat with Teneale, we have walked away thinking 'what were we so worried about, everything is under control'. This is the feeling you get when you are being looked after by Alman Partners. We should have done it a lot earlier. Graeme & Caroline Wotherspoon"

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Growing Assets

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Bachelor of Commerce (Financial Planning, Finance and Management)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2012

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2016

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Tax Practitioners Board (TPB)

Membership type
Member
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