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.