About Me

Terry has been involved in Financial Services for more than 35 years, having entered the industry in 1982 as a Business Graduate. Terry holds a Bachelor of Business degree as well as the Diploma of Financial Planning. Terry has attained the highest designation in the Financial Planning industry with the professional status of Certified Financial Planner (CFP).Terry’s focus is to develop a partnership relationship with his clients, working with them to achieve their financial goals through a holistic planning approach. We provide a range of financial advisory services to personal clients and corporate entities. We understand that challenges and opportunities present themselves at all stages of life, and as such, our comprehensive advice and continual review service means that we consistently work towards addressing your financial needs, concerns and objectives.At CBD Advisory, we are big enough to deliver the solutions you need, yet small enough to provide the attention you deserve.