Theresa Soroka

Client Services Manager

Theresa has been in the finance industry for over 17 years and has provided support to Tony for 10 of those years.

She has extensive experience working in a large stockbroking and financial planning firm where she obtained her PS146 licence to enhance her knowledge and skills, which enabled her to provide a higher level of service to clients.

Theresa’s role as Client Services Manager delivers expert administrative support to both Tony and his clients.

Theresa is currently on maternity leave.

Make an appointment with us today.