Willing to listen and assist whenever I contact him. Always friendly, knowledgeable and ready and able to go the extra yards€
I would highly recommend Theo to all my contacts.
He is very efficient in all aspect of Financial Assistance.
Listens. Empathetic. Compassionate. Patient.
As explained in my previous review, I have found Theo to be exceptional with being able to relate well in our meetings, and explaining everything in such a way that is easily understood. He takes the time to ensure that all queries are answered.
Very approachable, with a relationship built very quickly. Quick to recognise our financial "type" and plan strategy to meet our needs.
Invest Blue Pty LtdSuite 4C, 148 Central Coast Hwy
Erina, NSW 2250
- Adviser status Gold
- Number of reviews 26
- First year providing advice 2013
- Years of experience 10
- Advanced Diploma of Financial Planning
Amp Financial Planning Pty Ltd