I started work as a Financial Adviser in 1998. I pride myself on being down to earth, easy to understand, and a person who truly puts my client's interests first.
Picking a good Financial Adviser comes down to a few key attributes; you want to work with someone that you can trust, someone that is technically up to speed, and someone you can get along with. Come and have a no-cost chat to see if I'm that person for you.
We find Terry a very pleasant financial adviser and we have confidence with his work and his fellow team members .
Terry was doing our annual review and explaining our monetary situation. Did not instill 100 percent confidence in him.
Terry is very professional but not threatening. He always responds quickly when I have any concerns, and offers possible solutions for my consideration.
Terry was able to advise us on current & future trends in relation to our Super funds in a manner that we both could understand, we felt confident that he was looking after us as valued Clients .
We have had a meeting withTerry on two occasions and find him vety good, He explains things to us in a very clear way. Through Terry's knowledge and experience we are confident that he will gives us the right advice.
- Adviser status Silver
- Number of reviews 16
- First year providing advice 1998
- Years of experience 25
- Graduate Diploma of Financial Planning
JEM Wealth643 Logan Rd
Greenslopes, QLD 4120
- 8:00am – 5:00pm Monday – Friday
Financial Design Group Pty Ltd