YOUR FINANCIAL ADVISOR
wayne terry
Role: Financial Advisor
Industry Experience: 10+ Years
Specialties: Wealth Generation, Strategy & Financial Markets
Ultimate Retirement Plan: I'm a huge F1 fan, so my ultimate retirement goal consists of following a season of the F1 circuit around the world.
More broadly, my wife and I want to have the financial freedom to enjoy our retirement without thinking about how it's being funded. We also want the ability to support our two daughters as they begin to take on the world as young women.
Qualifications:
Certified Financial Planner – Financial Planners Association of Australia
Bachelor of Business (Majoring in Finance) - Southern Cross University
Diploma of Financial Services (Finance Broking Management) - TAFE NSW
Tax Financial Adviser - Tax Practitioners Board
ASIC RG146 compliances in generic knowledge, deposit products, foreign exchange, managed investments, financial planning, superannuation, general insurance, life insurance, and derivatives.