B.Bus (Acc), DipFP, FAICD, CFP
Partner – Managing Director
Terry has been working at the highest level in the financial services sector for close to 30 years. From an Executive Financial Planner with ANZ, working with some of Australia’s wealthiest families and business leaders, to successfully building and selling two businesses from start-up Terry has devoted his career to increasing the wealth of his clients.
An innovative leader in the industry, Terry through his start-up Alliance Wealth Management, was one of the first in Australia to offer ‘fee for service’ and tailored direct investment portfolios in the financial services sector. Providing a clear fee for clients and personalised investments to suit their well set goals and aspirations.
As a Fellow of the Australian Institute of Company Directors, Terry is involved in a number of community organisations, serving on various not-for-profit Boards and is currently Chair for Barwon Youth (BAYSA Ltd).
Terry’s ‘happy place’ is with his family. He loves keeping fit, is a passionate supporter of Geelong’s Buccaneers American Gridiron team and has been known to don the lycra and ride his bike with his mates.