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About Us

Certified Financial Planner ,

BA(Economics) Cert in Fin Mkts,

Dip FP,

Age Care Accredited.

Authorised Representative of Financial Services Partners.

With a strong interest in Age Care and Retirement Planning for both those retired those people 10-15 years out from retirement. Therese is ideally placed to manage the people wanting to enter Age Care and find them a placement and to manage wealth and income strategies for the over 40’s and for people requiring Self Managed Super Funds.

Therese’s interest in financial markets started from an early age, following the market prices whilst growing up on the family property. It wasn’t surprising then that Therese chose to study Economics at the university of Qld. Shortly after she completed a Certificate Financial Markets from the Securities Institute of Australia in 1994 and then completed a Diploma of Financial Planning from Deakin University in 1995. Therese has been a Financial Planner since 1994.

Therese’s career in financial services started in one of Australia’s banks. She then moved into Financial Planning role within the bank. Looking to develop her career therese moced to GIO which was taken over by AMP. Therese was looking for a less institution work environment and commenced her own business with Parnership Planning which evolved through to Financial Services Partners.

I am interested in people, Economics and Financial Markets. I want to work with dealing with financial issues as they create wealth through the time they move from pre retirement , retirement , and then age care and finding a placement for the elderly.

Therese Jarret is an Authorised Representative of Financial Services Partenrs ABN 15 089 512 089 AFSL 23750

Clarity   :- The ability to simplify means to eliminate the unnecessary so that the necessary can speak.

Value    :- The measurement of the benefit that will be gained

Trust    :- Trust is built by many small actions overtime.