Joining Findex in 2014, Terry has extensive experience as a wealth management adviser. His passion is developing tailored strategies to help his clients achieve their personal and financial goals, in turn, making a real difference in their lives. Terry’s expertise and continued focus on wealth management make him an invaluable member of the financial advisory team.
Terry holds a Bachelor of Commerce majoring in Financial Planning and is a CERTIFIED FINANCIAL PLANNER® professional, which is the highest financial planning designation recognised worldwide, and an Accredited Aged Care Professional™.
Outside of work, Terry enjoys an active lifestyle full of travelling, with his favourite destinations being China and India. He encourages his clients to embrace his appetite for travelling, suggesting they take a ‘mini-retirement’ each year to escape from everyday life.
Office LocationFindex Brisbane
Level 16, 120 Edward Street
Brisbane, QLD 4000
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