Wilson Ter

Financial Foundations Australia Pty Ltd

Silver
8 Yrs Experience
Dandenong, VIC 3175

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.

Expertise

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2014
  • Years of experience 8
  • 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

Licensed by

Financial Foundations Australia Pty Ltd

AFSL 237439