Wayne Terry, CFP®

About what I do:

You know how important it is to secure your financial future, right? Well, what I do is take the time to understand your aspirations and financial goals, and with this in mind we develop strategies to help you grow and protect your wealth.

About Wayne:

Wayne possesses a diverse range of skills and technical knowledge gained through studies in business and finance. His professional background includes gaining tax and accounting experience at PricewaterhouseCoopers in their Private Clients division as well as R&D Tax Consultancy for small and large businesses. Wayne also started one of the first online car parts stores in Australia in the early 2000's, however he always had a strong interest in property and financial markets, leading him to pursue a career in financial advice.

Wayne is a holistic adviser who specialises in retirement planning. His background, coupled with his holistic view to providing financial advice, allows him to understand and plan for the impacts well beyond pure wealth creation; such as Cashflow and Budgeting, Debt Management, Investments, Structuring, Superannuation, Transitioning to Retirement, Pensions, Centrelink Strategies, Estate Planning and mitigating the tax consequences of Generational Wealth Transfer, just to name a few.

Wayne holds a Bachelor of Business (Finance) as well as postgraduate qualifications and designations such as attaining the Certified Financial Planner mark - the highest designation that an adviser can hold.

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