Lifestyle Financial Services Pty Ltd (ABN 85 065 161 391) is a Corporate Authorised Representative of Fortnum Private Wealth Limited, ABN 54 139 889 535, AFSL 357306 (“Fortnum”).
Terry has been a financial adviser since 2001, when he joined AFM Advisers. He became a partner at AFM in 2010 and was appointed Managing Director in 2012.
Prior to making this career change in 2000, Terry held senior marketing roles in the corporate world.
In 2017 he was part of the team that put together a merger with Lifestyle Financial Services and joined us in early 2018. Terry currently looks after a number of private clients as well as corporate super fund clients.
Terry is keenly focused on helping clients plan well for retirement, ensuring they have sufficient funds to enable them to fully enjoy that more relaxed period of life.
Terry was the President of the Workplace Super Specialists Australia (WSSA) until 2019. WSSA is an association formed to support financial practices to provide better services and financial education to workplace employees.
In his down time, he and his wife Leslie are keen sailors who enjoy cruising and racing on Sydney Harbour.
- Certified Financial Planner
- Diploma of Financial Planning
- Exec Master of Business Administration
- FPA member
- Tax Practitioner Board Registered – Adviser Number 25015119