Theo Holland – Financial Adviser, Team Manager
‘This job is all about people. I love building long-lasting relationships with my clients and helping turn their dreams into reality. I am very privileged in my role as a trusted adviser to my clients and I gain great satisfaction when they achieve their dreams and financial independence.’
Theo joined Invest Blue in September 2015 following two and a half years as a Specialist Risk Adviser. Prior to that Theo spent 5 years as a Financial Planner in the UK assisting medical professionals with all aspects of their finances.
When not at work Theo spends most of his time with his wife and daughters, Eliza and Penny enjoying life on the beautiful Central Coast. He is also a passionate fisherman, occasionally sneaking off for a fishing weekend in Queensland when he gets the chance…
Specialisations
- Working with Medical Professionals
- Risk Management
- Wealth Creation Strategies
- Retirement Planning
Memberships and Associations
- Member of the Association of Financial Advisers (AFA)
Qualifications
- Diploma in Financial Services (Financial Planning)
- Certified Financial Planner (UK)
- Bachelor of Science
- Most Trusted Adviser 2023
Financial advice supporting aged care decisions