Authorised Representative of Consultum
CERTIFIED FINANCIAL PLANNER®
Before entering financial planning, Terry practiced as a Chemical Engineer in South Africa. Having always had a strong interest in investment markets, Terry commenced his career in Financial Planning in 1990. He migrated to Australia in late 1994 and continued working as a financial planner in Perth, joining Western Pacific in January 1999.
Terry specialises in many facets of financial planning and for retirees, plans are designed to maximise income and preserve retirement capital, so clients can enjoy financial peace of mind in their retirement.
Terry also worked in a division of Western Pacific that provided investment advice to trustees of small industry superannuation funds. This experience provided a deeper insight into the importance of asset allocation and investment selection.
Further to his Engineering Degree, Terry completed the Diploma of Financial Planning plus several courses specialising in areas such as Self-Managed Funds.
Terry is also qualified as a Certified Financial Planner® practitioner, the industry’s highest professional designation.