Teresa Yardi—Administration Manager/Paraplanner.

Teresa has been a valued member of the Josman Team for many years. Teresa was the administration officer for Asset Planning which was taken over and saw the birth of Josman Financial Group. Teresa holds many responsibilities, most importantly she researches and prepares the high quality, professional Statements of Advice for all the Financial Advisers within Broadbeach.

The team at Josman Financial Group are proud to congratulate Teresa on successfully completing the PS146 Financial Planning course accrediting her with a Diploma in Financial Services (Financial Planning). Teresa has studied very hard and is looking forward to developing her financial planning experiences in the near future.

Teresa was recently married, loves craft work and enjoys Italian Cuisine with the most important person in her life—her husband. Teresa’s second great passion is the welfare of animals and she helps out at animal shelters in her spare time.

Teresa and the Braodbeach Team can be contacted on:

Ph: 07 5554 4000