Theresa Soroka


Client Services Manager

 

Theresa has been in the finance industry for over 20 years and has provided support to Tony for most of those years.

She has extensive experience working within a large stockbroking and financial planning firm where she had undertaken training to enhance her knowledge and skills, enabling her to provide a higher level of service to clients.

Theresa has recently changed her role within the organisation from Portfolio and Accounts Manager to Client Services Manager to provide ongoing support to Tony, his clients and the Catapult Wealth Team.

 



 

Make an appointment with us today.

Get in touch >

Property

Whilst residential property is the obvious choice, consideration should also be given to commercial, industrial, retail and rural properties.

Find out more >

Life After Work

When you give up work many things change. The opportunity to reduce tax is greater, but usually some re-structuring of your portfolio is required.

Find out more >