Therese Marie Raso
Financial Adviser in Norwest, New South Wales, Australia
Review Therese Marie Raso
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001256774
- Location
- Norwest NSW 2153
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 23 November 2023
- First provided advice
- 2017
- Qualifications
- Bachelor of Business Accounting, University of Western Sydney (Nepean) (1990); SMSF Adviser (Personal Advice), Mentor Education (2016); Diploma of Financial Planning, Mentor Education (2017); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- Memberships
- National Tax and Accountants Association (NTAA); The Tax Institute
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Therese Marie Raso
On the Financial Advisers Register kept by ASIC, Therese Marie Raso appears as a current financial adviser in Norwest, New South Wales, adviser number 001256774.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 23 November 2023.
The register records 2017 as the year Therese first provided financial advice. The qualifications listed for Therese include Bachelor of Business Accounting (University of Western Sydney (Nepean), 1990), SMSF Adviser (Personal Advice) (Mentor Education, 2016) and Diploma of Financial Planning (Mentor Education, 2017). Therese is recorded as a member of National Tax and Accountants Association (NTAA) and The Tax Institute.
Therese is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Therese Marie Raso here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Therese Marie Raso a registered financial adviser?
Yes. Therese Marie Raso is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001256774.
Which licensee does Therese Marie Raso work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Therese Marie Raso give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.