Theresa Soroka

Client Services Administrator

Theresa has been in the finance industry for over 20 years and has provided support to Tony for 17 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 & Accounts Manager to Client Service Administrator to provide ongoing support to both Tony and his clients.  


 

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