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.
Qualifications
- Bachelor of Business (Finance & Accounting), UTS
- Advanced Diploma of Financial Planning
Professional Memberships
- MemberĀ of the Financial Planning Association (FPA)