Jasmine Theophile

We aim to assist clients to establish the appropriate investment structure for their individual needs, by providing “real-time” advice with quality service. Strategic Wealth can assist with:

• Wealth maximisation and tax minimisation
• Establishment of tax effective structures that will also provide a comfortable level of asset protection

We specialise in corporate and individual restructures including :

• Unit, Hybrid and Discretionary Trusts
• Establishment and administration of Self Managed Superannuation Funds

We prefer to “value add” with an advisory role rather than that of just a tax accountant. We pride ourselves on being up to date with investment structures, trust law and capital gains tax. We have close working relationships with Sydney’s best tax specialists. We provide “Real Value” Financial planning, with no hidden fees or commissions, and full disclosure is provided. We apply our tax knowledge to all of the financial plans we produce. We are also tax experts and apply our tax expertise in the construction of your financial plan, providing you with the best solution to your wealth creation strategy.

We have multilingual professionals in our office. We can cover:

• Greek
• Mandarin
• Cantonese
• Croatian
• Vietnamese
• Spanish

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Jasmine loves the work she does for clients in holistic and strategic financial planning. She has worked in the financial planning industry since 2004 and became a Certified Financial Planner (CFP) in 2009. She completed a Bachelor of Commerce at UNSW, Graduate Diploma in Financial Planning at Kaplan as well as completing additional specialised studies at Kaplan over the years in Derivatives, Securities, Self Managed Superannuation Funds and Ethics (including the mandatory national FASEA exam introduced post-Royal Commission). Her former workplaces include BT Financial Group (6+ years), Shadforth Financial Group (3+ years) and Beresfords Financial Planning (3+ years). 

Jasmine is an Authorised Representative operating under the AFS licence of Executive Wealth Management Financial Services Pty Ltd. Some of the areas she will be able to help you include:

Financial Planning strategies, superannuation, retirement planning, wealth creation and investment, Accredited aged care financial advice, Centrelink entitlements, personal risk insurance, transition to retirement strategies, tax effective investment strategies and cashflow/budgeting/money management.

If you are seeking guidance on which investment strategy would be best for you, she has the strategic advice and cashflow modelling and projection tools to demonstrate the answer to you! 

Jasmine's passion to provide financial advice all began after witnessing her parents go through a bad financial investment experience when she was young. She initially studied to learn solutions for them, but thereafter loved the personal reward and satisfaction that came with giving quality financial advice to lots of families who appreciate guidance, support, technical expertise and attention to detail.

She always goes the extra mile to ensure that all financial topics are explored to increase value to her clients, and has a strong internal moral compass in looking after the best interests of each of her clients. Rest assured, that she will provide quality financial advice to you as if you were her own family or friends! 

When not in the office, Jasmine enjoys spending time with her husband Arnaud, 2 young children, and her extended family and friends. She is often on the sidelines of the soccer field watching her 2 sons play, or playing music together with them.

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