Theo Haddad

Banking & Financial Services

theo.haddad@abeai.services

Financial Planning Practice · 4 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 Haddad

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