Terry Chudleigh is the Managing Director at Inteplan Financial Solutions. Terry has been in the Financial Services industry for over 33 years, with over 20 years as a Financial Planner.
Terry has built a reputation of trust and honesty with his clients, and within his community. Terry is passionate about helping his older clients navigate their later years through to retirement, but is also very eager to financially educate his younger clients so they can create wealth without compromising their lifestyles.
Inteplan Financial Solutions provides strategic advice to help clients achieve their financial goals, whilst at the same time protecting their assets.
Terry provides advice in the following areas: Retirement Planning, Cashflow Management, Wealth Creation, Superannuation, Estate Planning and Asset Protection.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 9
- First year providing advice 2000
- Years of experience 24
-
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
-
Language spoken
- English
Inteplan Financial Solutions
level 2, 133 Wharf StTweed Heads, NSW 2485
Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892