Theo Holland – Financial Adviser, Team Captain
‘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 2 young 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
