Terry Ling

Terry Ling

Senior Client Service Manager
B.Bus, Adv.Dip.FS(FP)


02 9221 1555

Terry is a Senior Client Service Manager. He joined the business in 2007 after he graduated from the University of Technology in Sydney with a Bachelor of Business degree majoring in Finance and Accounting. He completed the Advanced Diploma of Financial Services (Financial Planning) in 2011.



  • Bachelor of Business (Finance & Accounting), UTS
  • Advanced Diploma of Financial Planning


Professional Memberships

  • MemberĀ of the Financial Planning Association (FPA)