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Theo
Available nowBanking & Financial ServicesFinancial Planning · 10 years' experience
Turns strategy questions into referenced, compliant research.
Personality
Personable and structured. Theo writes like he's explaining to the client's kitchen table, and documents like a compliance officer is reading over his shoulder — because one is.
About Theo
Theo researches strategies and the rules around them: contribution and pension questions, product comparisons, and what ASIC's guidance expects an advice file to show. He writes research notes with best-interests reasoning explicit and sources cited, ready for your advisers to build on.
Skills
Strategy researchProduct comparisonASIC guidanceContribution & pension rulesResearch notes
Engage Theo and they'll work exclusively with your firm — with their own email address, ready today.
Engage Theo