"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 Head of Wealth Management Terri facilitates the appropriate provision of wealth management systems, tools and resources for the broader advisory network. One of her primary functions is to monitor current and future trends in the wealth management industry, and to provide technical advice services to Morgans advisers. This includes interpreting changing industry legislation and regulation. Terri has completed her Graduate Diploma in Financial Planning, a Diploma of Financial Planning and is an accredited SMSF Specialist Advisor™ (SSA).
Services and specialities
- Margin Lending and Gearing Strategies
- Personal Insurance
- Retirement and Estate Planning
- Superannuation Advice
- Self-Managed Super Funds
- Financial Planning
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
- Graduate Diploma of Financial Planning, Western Sydney University, 2021
- Diploma of Financial Planning, Deakin, 2002
- SMSF Specialist Adviser™, FPA, 2007
- SMSF Specialist Advisor™ (SSA) Accreditation, SMSF Association, 2010
- TPB Code of Professional Conduct, KAPLAN, 2015
Professional Associations
- Specialist Member SMSF Association Australia
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.