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JT

Jeffrey Thurecht

Financial Adviser

Evalesco Financial Services
Sydney, NSW 2000

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About

Jeffrey Thurecht is an ASIC-registered financial adviser based in Sydney, NSW, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, Jeffrey combines his Bachelor of Information Technology (Information Systems) from Charles Sturt University (1996) with extensive financial planning qualifications, including being a Certified Financial Planner (FAAA) since 1999, a Diploma of Financial Planning (FAAA) (2001), and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2023). He also holds specialist accreditations such as Applied Self-Managed Super Fund Advice (2005) and ASX Accredited Listed Products Adviser (ALPA) (2009). As a member of the Financial Advice Association Australia (FAAA), Jeffrey adheres to the highest ethical and professional standards. Jeffrey is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Jeffrey's extensive knowledge allows him to develop personalised strategies to suit each client's unique circumstances and aspirations. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Jeffrey today to schedule a consultation and discover how he can help you achieve your financial dreams.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation strategies Wealth accumulation Investment advice Insurance solutions SMSF advice Personalised financial strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000225029

Verify on ASIC Register

Authorised Representative Number

000250830

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Frequently Asked Questions

What types of financial advice does Jeffrey Thurecht offer?

Jeffrey provides advice on superannuation, retirement planning, wealth management, insurance solutions, and investment strategies. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.

What qualifications does Jeffrey Thurecht have?

Jeffrey holds a Bachelor of Information Technology (Information Systems), is a Certified Financial Planner (CFP) with the FAAA, holds a Diploma of Financial Planning (FAAA) and a Graduate Diploma of Financial Planning. He also has accreditations in SMSF advice and listed products.

What is Jeffrey's approach to financial planning?

Jeffrey focuses on understanding each client's unique circumstances and goals to develop a personalised financial strategy. This involves a thorough assessment of their current financial situation, risk tolerance, and long-term objectives.

How can I get started with Jeffrey Thurecht?

Simply contact Jeffrey to schedule an initial consultation. This meeting will allow you to discuss your financial goals and learn more about how Jeffrey can help you achieve them.

What professional memberships does Jeffrey hold?

Jeffrey is a member of the Financial Advice Association Australia (FAAA), demonstrating his commitment to ethical and professional standards in financial advice.

Get in Touch

Contact Jeffrey directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.