Jasmine Theophile

Strategic Wealth Management Financial Planning Pty Ltd

Platinum
14 Yrs Experience
Hurstville, NSW 2220

Recent reviews

Strategic Wealth Management Financial Planning Pty Ltd

Suite 234, Level 3, Building 2, 7-11 The Avenue
Hurstville, NSW 2220

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • 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

4.95
5 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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
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