Terry Panigiris

CBD Advisory

Gold
34 Yrs Experience
Bondi Junction, NSW 2022

Terry Panigiris

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

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.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 1988
  • Years of experience 34
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Languages spoken
    • English
    • Greek
    • Italian
    • Russian

CBD Advisory

Suite 1501A Level 15 Westfield Tower 2, 101 Grafton St
Bondi Junction, NSW 2022

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Asvw Financial Services Pty Ltd

AFSL 446176