Tessa Erikson

Executive summary

Tessa is an Associate Wealth Adviser with BDO’s Private Wealth team in Brisbane. With a background in finance and economics, she brings a holistic perspective to financial planning, investment management, and wealth creation. Tessa works alongside individuals, families, and organisations to develop strategies that balance growth, asset protection, and long-term sustainability.

She has a particular interest in supporting not-for-profit clients, offering tailored advice that reflects each organisation’s mission and values. Tessa is committed to understanding each client’s unique goals, ensuring her advice is always practical and specific to their needs.

Expertise

• Investment portfolio construction and management
• Superannuation and retirement planning
• Wealth protection and risk assurance
• Budgeting, cash flow management, and debt reduction
• Investment and wealth creation strategies
• Holistic financial planning
• Not-for-profit investment management

Qualifications and affiliations

• Bachelor of Commerce (Finance)
• Bachelor of Economics (Business & Industry Economics)
• Diploma of Financial Planning
• Member, Financial Advice Association of Australia (FAAA)