Theá Advisory
Bree Fraser is a highly accomplished financial executive with extensive experience in leadership roles across multiple organizations. Currently serving as the CEO and Founder of Theá Advisory since April 2024, Fraser has also been a member of Chief Executive Women (CEW) since November 2022. Previously, Fraser held dual roles as Chief Financial Officer and Finance Director at Tattarang and Minderoo Foundation from August 2015 to May 2023. Additional directorships include positions at Squadron Energy, Harvest Road, Western Force, Tenmile, Fiveight, and Wyloo from late 2022 to early 2023. Fraser's academic credentials include a Chartered Accountant designation from Chartered Accountants Australia and New Zealand, a Bachelor of Commerce in Accounting and Finance from The University of Western Australia, and earlier education at Penrhos College.
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Theá Advisory
Theá Advisory is a multi-family office, we act as our client’s personal Chief Financial Officer and finance team. We are dedicated to empowering women, supporting them with their financial wellbeing and ultimately enabling them to fulfil their legacy. We work with a diverse range of ultra-high-net-worth women and their families across Australia. Our clients range from entrepreneurs and leaders who wish to build on their existing legacy, to women taking primary responsibility for wealth due to a major life event. First and foremost, we take the time to understand our client’s purpose and values and we then tailor our services accordingly. Our services include but are not limited to: financial accounting and reporting, lifestyle asset administration, philanthropy and foundation management, estate planning, family business advisory and board governance, next-generation engagement and coordination of professional advisors. We value meaningful relationships. Whether you are a potential client, prospective team member or advisor who may want to partner with us, we would love to hear from you. www.theaadvisory.com.au