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 a member of the Financial Planning Association.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • 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

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2009

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Graduate Certificate in Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2013

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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