Jeff Thurecht

Evalesco Financial Services Pty Ltd

Silver
25 Yrs Experience
Sydney, NSW 2000

Recent reviews

Evalesco Financial Services Pty Ltd

Suite17.03, Level 17, 20 Bond St
Sydney, NSW 2000

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Australian Advice Network Pty Ltd

AFSL 472901

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing review 1 of 1

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5.00

"Jeff is an exceptional adviser. Through Jeff's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Jeff's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Expat Finance
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Expat Finance
  • Small Business Advice
  • Growing Assets
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Australian Executor Trustees
Completed
2005

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Australian Securities Exchange Securities

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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