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.
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.
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.
I was very reassured by my recent annual review. Wilson used the screen and whiteboard effectively to show how my investments work and answered my questions with patience and clarity.
I have nothing but praise for Wilson. Thank you.
Having transitioned into retirement and needing to establish a working financial plan to meet our needs, I found Wilson provided plain English explanations and sound advice. My wife and I were taken through examples and directions which suited our needs, we feel very confident and secure with our investment strategy and the advice provided.
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2014
- Years of experience 9
- Certified Financial Planner (CFP)
- Graduate Certificate in Applied Finance
- Graduate Diploma of Financial Planning
Financial Foundations Australia Pty Ltd49 Robinson Street
Dandenong, VIC 3175
Financial Foundations Australia Pty Ltd