Jasmine Theophile
Strategic Wealth Management Financial Planning Pty Ltd
Recent reviews
Strategic Wealth Management Financial Planning Pty Ltd
Suite 234, Level 3, Building 2, 7-11 The AvenueHurstville, NSW 2220
At a glance
-
Adviser status
Platinum
- Rating
- Number of reviews 5
- First year providing advice 2008
- Years of experience 14
-
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
-
Language spoken
- English
Licensed by
Count Financial Limited
AFSL 227232
Sort by
Marina, 56 - 65 years, Kingsgrove, NSW
"Jasmine has excellent financial advise and knowledge for all aspects of my tax, super, and investments needs both present and future. I highly recommend Jasmine."
- Superannuation
- Complex Investments
- Socially Responsible
- Tax Strategies
- Growing Assets
Johnathon, 65+ years, Woollahra, NSW
"Jasmine spent many hours helping my Partner and I work out our progression into retirement. Every step of the way we felt that Jasmine gave the correct advice and advised us on the steps to take to make this possible I can only highly recommend her very capable advice."
- Superannuation
- Retirement & Pension
- Cashflow & Income
- Complex Investments
- Tax Strategies
- Growing Assets
- Budgeting
Yvain, 46 - 55 years, Riverwood, NSW
"Jasmine is very helpful in all areas of my financial advice and im very lucky to have met her"
- Superannuation
- Managing Debt
- Cashflow & Income
- Tax Strategies
- Growing Assets
- Budgeting
Wade, 35 - 45 years, Eastlakes, NSW
"Jasmine has given me advice in areas including loan products, self managed super funds and managing debt. Jasmine was always able to explain things to me in a clear way. Through Jasmine's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Jasmine's full care and attention when I needed it."
- Superannuation
- Insurance Protection
- Managing Debt
- Margin Lending
- Growing Assets
Roula, 46 - 55 years, Mascot, NSW
"Jasmine is my go to person for all things financial. Her expertise in the field of investment, superannuation and retirement is second to none. Jasmine is a true professional, always taking the time to ensure that her clients fully understand what they are being advised to do. I do not hesitate in highly recommending Jasmine to anyone in need of financial advice."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Cashflow & Income
- Tax Strategies
My clients have reviewed me based on the following areas of advice
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Margin Lending
- Cashflow & Income
- Complex Investments
- Socially Responsible
- Tax Strategies
- Growing Assets
- Budgeting
Qualifications & Training
Accredited Aged Care Professional
- Level
- 0 - Training / Exam / Other
- Institution
- Aged Care Steps
- Completed
- 2018
Bachelor of Commerce
- Level
- 7 - Bachelor Degree
- Institution
- University of New South Wales (UNSW)
- Completed
- 2003
Certified Financial Planner (CFP)
- Level
- 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
- Institution
- Financial Planning Association of Australia (FPA)
- Completed
- 2008
Ethics and Professionalism in Financial Advice - Bridging Course
- Level
- 0 - Training / Exam / Other
- Institution
- Kaplan Professional
- Completed
- 2019
Graduate Diploma of Financial Planning
- Level
- 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
- Institution
- Kaplan Professional
- Completed
- 2008
Professional Memberships
Financial Planning Association of Australia (FPA)
- Membership type
- Associate
- Opinion
- Services
- Comment
- Questions
- Details
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