Director of Financial Planning
Bachelor of Business
Diploma in Financial Planning
Certified Financial Planner (FPA)
Terry Panigiris is the Director of Financial Planning at CBD Advisory.
Terry founded CBD Advisory in February 1993 and has since built a practice focused on working partnerships with clients to achieve their goals and objectives. The focus on building strong relationships is evident as many of Terry's clients have been working with him for well over 20+years.
Terry entered the industry in 1982 as a Business Graduate and has since attained the highest designation in the Financial Planning industry with the professional status of Certified Financial Planner® professional.
With more than 40 years’ experience in the industry, Terry has guided clients through the ups and downs of the ever-changing financial markets (87’ stock market crash, ’08 GFC and ’20 Coronavirus pandemic) and government legislative changes.
Terry is passionate about assisting clients define what wealth & security means to them and coaching clients through the process to grow, preserve and protect their wealth in order to reach their financial & lifestyle goals.
In his spare time, Terry enjoys spending time at Coogee beach with his grandchildren, watching all forms of Football and Formula 1 and has a passion for travelling the globe.
We are happy to discuss alternative fee arrangements for clients looking for long-term advice strategies. We offer flat dollar fee arrangements, percentage based fees or a combination of both and look to tailor our fees to suite our clients circumstances.
Terry is always very helpful and informative.
We have been clients of Terry's for 20 years and have relied on his advice and knowledge. Terry is tireless in pursuing the best outcomes for us and as a consequence we are well set up for our retirement. Terry is a great communicator and makes everything very clear and understandable. I would definitely recommend Terry to anyone seeking good, solid financial advice.
Terry set up our superannuation arrangements and strategies and is now monitoring and adjusting as he sees appropriate, in consultation with us. We are very happy with the service Terry provides and have confidence in him and his team.
Terry is an excellent communicator. He and his team are always available to provide the required support at very short notice.
We have been with Terry now since 2004 and in that time we have found Terry to be very knowledgeable, and has always give us advice with clear explanation and positive outcomes. We find Terry to be very easy to talk to and has a wonderful team that act promptly in replying on any request we ask.
- Adviser status Gold
- Number of reviews 11
- First year providing advice 1988
- Years of experience 35
- Certified Financial Planner (CFP)
CBD AdvisoryWestfield Tower 2, Suite 1501A, Level 15, 101 Grafton St
Bondi Junction, NSW 2022
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Asvw Financial Services Pty Ltd