As the Operations Coordinator based at our Central Coast office, Theresa ensures our clients are kept up to date on their financial reviews with their adviser.
Theresa creates an incredibly vibrant and comfortable atmosphere in our office through her approachable and friendly personality. “I’m incredibly lucky in my role that I am able to talk to new people every day. It’s truly one of the best parts of my job to just be able to have a laugh or a friendly chat with our clients.”
Being able to interact with so many different types of people on a daily basis and also to develop long-lasting relationships with CAG clients, fuels Theresa’s passion for her role. “Hearing the success stories from clients is extremely rewarding knowing our team have been part of helping them reach their goals”, says Theresa.
Theresa expresses charisma and warmth in everything she does. With a caring and empathetic personality, she is a fantastic person to chat to about any challenges you have or aspirations for your future!
A native New Zealander, Theresa has made her home on the Central Coast with her husband and five children. Their family loves to spend time outdoors on picnics, fishing and spending time with family and friends.