All you need to know about
Jeff
CEO
Jeff Thurecht
Jeff Thurecht is the CEO here at Evalesco. Jeff is motivated by empowering his team, clients and the community to be healthy, wealthy and happy. Jeff’s approach to financial advice centers on empowering clients to build and protect their wealth with confidence, and he believes there’s a better way to manage financial well-being that goes beyond the numbers. Evalesco’s mission is to provide clients with personalised support that enhances their quality of life, allowing them to move towards true financial freedom.
Evalesco, privately owned and based in Sydney’s CBD, is home to a team of nearly 30 dedicated professionals. Jeff’s leadership and over two decades of experience have helped make Evalesco a trusted name in financial services, with a unique focus on holistic support that addresses each client’s life goals. His career includes a five-year role as Director of the Association of Financial Advisers, demonstrating his commitment to excellence within the industry.
With qualifications such as the GAICD from the Australian Institute of Company Directors, Diplomas in Financial Planning, and a Bachelor of Information Technology, Jeff combines financial expertise with a vision of guiding clients toward more fulfilling lives. Away from work, he’s a proud husband and father of two, reinforcing his dedication to family, which mirrors his professional mission: helping clients build a future that truly supports being healthy, wealthy and happy.
Qualifications
• Graduate of the Australian Institute of Company Directors (GAICD)
• Diploma of Financial Planning
• Advanced Diploma of Financial Planning
• Certificate of Margin Lending
• Certificate of ASX Securities
• Certificate of Self Managed Superannuation Funds
• Certificate IV Finance/Mortgage Broking
• Bachelor of Information Technology
• Ethics & Professionalism in Financial Advice
• FASEA Financial Adviser Exam
Memberships, accreditations and associations
• Member of the Financial Advice Association of Australia (FAAA)
• Tax Practitioners Board (TPB), Tax (Financial) Adviser Registration No 24828922
• Certified Financial Planner (CFP)
Authorisations
• Sub-Authorised Representative No 250830 of Evalesco Financial Services Pty Ltd
