Senior Investment Strategist
Terry is a member of our strategy team, dedicated to understanding our clients’ current situations, goals and objectives. He develops personalised strategies that empower clients to create long-term wealth, improve cash flow, minimise tax liabilities and achieve their desired lifestyle.
With an impressive background spanning over seven years in the banking and financial planning industry, Terry has extensive experience as a financial adviser for both retail and wholesale clients at renowned institutions such as Commonwealth Bank of Australia, BT Financial Group and Honan Financial Services. Terry has also worked as a Financial Advice Audit Consultant for KPMG.
As a strategist, Terry has an unwavering focus on the numbers rather than floorplans. He ensures that investment decisions are well-informed, aligning with clients’ financial goals and delivering favourable outcomes. Through his strategic guidance, Terry empowers clients to navigate the intricacies of investment and achieve long-term success.
Outside of his professional pursuits, Terry spends time training Brazilian Jiu-Jitsu, harnessing discipline and focus to conquer new challenges. He also enjoys exploring new ramen joints on the weekends.