Terri has worked in the financial services industry since 1995. She has considerable experience in all facets of wealth management, specialising in superannuation and self managed superannuation.
As Director, Wealth Management at Morgans, Terri is responsible for the development and distribution of wealth management services to the Morgans network.
More recently, Terri has been involved in the development and distribution of guidelines and educational support in relation to the FASEA regime for the Morgans network of advisers.
Qualifications and Professional Affiliations
Terri is an SMSF Association Specialist SMSF Adviser and an Associate member of the Financial Planning Association of Australia. Terri is currently finalising her Graduate Diploma in Financial Planning, in addition to her existing Diploma in Financial Planning.
- Director, Morgans Financial Limited
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