Wilson Ter

Financial Foundations Australia Pty Ltd

Platinum

10 Yrs Experience

Dandenong, VIC 3175

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Wilson Ter is a representative and employee of Financial Foundations Australia, having commenced his career in the financial services industry back in 2009. He has a Bachelor of Commerce degree from Monash University with a double major in Accounting and Finance, as well as a Graduate Diploma in Financial Planning. Wilson is a Certified Financial Planner, which is the profession’s highest practitioner qualification and is a member of the Financial Planning Association.

He has a simple, uncomplicated approach to holistic financial advice and delights in listening and understanding his clients’ motivations, hopes and aspirations in order to help them be in the best position they can be.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

5.00 April 2024

I found Wilson very helpful, when I ask him to do something for me he does it straight away no if or but. When I tell him I am going on a holiday and I need to withdraw some money from my super he always says it’s your money enjoy it. I find Wilson very easy to talk to.

5.00 April 2024

Clearly understood our needs. Efficient in setting up our changes to our SMSF. Very warm and likeable guy. Thank you Wilson

5.00 January 2024

I’m very happy with Wilson’s knowledge in super and other investments.

5.00 November 2023

I was very impressed with the service Wilson provided. He explained everything clearly and precisely. I feel extremely confident with him managing my finances into the future as I move towards retirement.

5.00 October 2023

We can recommend Wilson for a very simple reason. You ask a question and Wilson will give you a direct answer but also looks at options that may affect your strategy. When you leave him you feel totally satisfied and confident of your move forward.

Adviser status Platinum
Rating 4.98
Number of reviews 16
First year providing advice 2014
Years of experience 10
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Certificate in Applied Finance
- Graduate Diploma of Financial Planning
Language spoken
- English

Financial Foundations Australia Pty Ltd

49 Robinson Street
Dandenong, VIC 3175

Financial Foundations Australia Pty Ltd

AFSL 237439

Wilson Ter

Financial Foundations Australia Pty Ltd

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Financial Foundations Australia Pty Ltd

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Financial Foundations Australia Pty Ltd