Professional Womens Investment Service

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About Professional Womens Investment Service

Professional Womens Investment Service provides the knowledge and expertise to make financial freedom a reality. Working alongside you, the professional woman, we develop a comprehensive, long term, financial plan to give you the freedom to enjoy the important things in your life. Professional Womens Investment Service operates in Australia only.

Theresa McLellan B.Bus, CPA Specialist in Financial Planning and CFP established Professional Womens Investment Service in 1999.

Theresa is an Authorised Representative of Securitor Financial Group Ltd, a Licensed Dealer in Securities and an Australian Financial Services licensee.

Establishing an effective working relationship with someone you can trust is critical for success in financing your short, medium and long term lifestyle goals.

When you are looking to appoint a stranger to manage this vital function, it's imperative that you make your choice based on relevant facts.

Theresa's extensive expertise skills and track record demonstrate that she has earned the right to be trusted.

Qualifications	Certified Practising Accountant Specialist in Financial Planning Certified Financial Planner Bachelor of Business in Accounting Various industry Courses
Experience	An Industry veteran with over fifteen years' experience in researching and advising on all aspects of personal finances
Satisfied Clients	The names and contact details of satisfied clients willing to testify to the quality and value of the service.
Resources	Access to extensive resources and research through the national group of companies as well as industry bodies such as the Financial Planning Association and Certified Practicing Accountants Association of Australia
Commitment to ongoing Education	Constantly updating knowledge of current tax and investment data through various industry courses and master of Financial Planning course.