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 met with Wilson to discuss my retirement plans. He was able to walk me through various scenarios and gave me the confidence that I would have enough money to last despite retiring early. He was very honest during our meetings and took the time to make me feel comfortable despite my lack of knowledge around super.
We came to see Wilson due to our existing financial adviser retiring. Right away, he made us feel at ease and comfortable with discussing our retirement concerns. He was able to quickly put our mind at ease and provided a detailed plan for our retirement years. He is very capable and knowledgeable and took an interest in our lives beyond our financial situation. We feel a lot more confident of our future having partnered with Wilson.
Wilson is an absolute professional and quality adviser. He has shown us great care in developing our financial plan for the future. He was able to explain the strategies in a simple manner that made it easy for us to understand and also demonstrated a great deal of respect. We have recommended many friends to him and they also have been extremely appreciative of his expert advice.
Wilson has given me advice in areas including budgeting, superannuation, retirement planning and personal insurance. Wilson is able to explain things to me in a clear and concise way. Through Wilson's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Wilson's full care and attention when I needed it.
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2014
- Years of experience 8
- 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