Financial Adviser
· NORWEST, NSW
Therese Marie Raso
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001256774
Therese Marie Raso is a financial adviser based in Norwest, New South Wales, with 9 years of experience in the financial services industry. Therese is currently authorised under Lifespan Financial Planning Pty Ltd. Therese holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business Accounting from University of Western Sydney (Nepean). Therese is a member of National Tax and Accountants Association (NTAA) and The Tax Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bachelor of Business Accounting
University of Western Sydney (Nepean)
2016
SMSF Adviser (Personal Advice)
Mentor Education
2017
Diploma of Financial Planning
Mentor Education
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register