YOUR FINANCIAL advisor
WAYNE TERRY
Role: Financial Advisor
Industry Experience: 10+ Years
Specialties: Wealth Generation, Strategy & Financial Markets
About Wayne: Wayne’s passion for wealth creation began early, launching his first business and investing across property, shares, currencies and derivatives by his early 20s. He later formalised his expertise through multiple professional designations before joining PwC’s Private Clients Division, gaining deep experience in tax, accounting and R&D consultancy. Today, Wayne combines tax strategy, financial markets and retirement planning to deliver bespoke wealth solutions. As a Retirement Specialist, he also focuses on intergenerational wealth transfer to protect estate assets from tax and family disputes.
Wayne is committed to financial education through blog content, podcast appearances and client advisory work. Outside of work, he enjoys travelling and spending time with his wife and two young daughters.
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.