Terri Bradford

Terri Bradford

Authorised Representative: 000259626

National Manager Wealth Management

“I take a holistic approach to financial planning in considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals.”

Terri has been working in the financial services industry since 1995. As National Manager Wealth Management, Terri is responsible for the development and distribution of wealth management services to the Morgans network. For more from Terri visit her blog or videos:

Morgans button for Terri Bradford's blog  Morgans button for Terri Bradford's videos

Services and specialities

  • Wealth Management
  • Superannuation Advice
  • Self Managed Super Funds
  • Retirement and Estate Planning
  • Personal Insurance
  • Margin Lending and Gearing Strategies

Investment Style

Terri specialises in superannuation, self managed superannuation and investment strategy planning; and also provides technical advice in areas of estate planning, insurance, asset allocation and retirement.

Industry Education & Experience

Qualifications
  • Diploma of Financial Planning, Deakin, Melbourne (2001)
Professional Associations
  • Self-Managed Super Fund Professionals' Association of Australia (SPAA)
Approved Competencies
  • Securities
  • Managed Investments
  • Superannuation
  • Life Insurance
  • Financial Planning
  • Margin Lending

I am employed by Morgans Holdings (Australia) Pty Ltd which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of Salary. As a shareholder, I may be entitled to a share of profits. I am also eligible to participate in a bonus scheme depending on performance.

Market Indices

ASX 200