Qualifications and experience
More that 12 years in financial planning.
Terry has completed the CFP® Certification Program, the Advanced Diploma of Financial Services (Financial Planning) and Diploma of Business (Real Estate Management). Terry is a CFP practitioner member of the Financial Planning Association of Australia. CFP certification is the highest certification available to financial planners and is the only globally recognised mark of professionalism worldwide.
More about Terry
I’m passionate about what I do and I take my role very seriously. When I tell my clients that they can trust me, I know that is a big statement and I will do everything in my power to deliver on my promises.
I started in financial planning as I like to help people. It is very satisfying to know that you have put people into a better financial position.
Over the years , I have had complements, but the one that stands out was when an a client rang me to let me know that ‘I have changed their life’ for the better.
Terry’s interests outside of work
I’m Belmont born and bred. It is a beautiful and safe part of the world to live.
I am an active volunteer with the sporting clubs that my children take part in. I’m into to most sports and enjoy relaxing down at the beach.