Meet Our People

Phone: 0467 724 238


Authorised Representative No: 1002089

Graduate Diploma of Financial Planning

Advanced Diploma of Financial Planning

Terry Paris

Senior Financial Adviser

‘’I help clients plan for, prepare, and navigate the financial complexities of retirement.’’


Terry has 10 years financial planning experience and has a special interest in retirement planning.

During down time, you may find him in the surf or riding mountain bike trails around Sydney.


Terry is authorised to provide advice on the following types of financial products:

  • Superannuation (including Self-Managed Super Funds)
  • Insurance
  • Retirement Savings Accounts
  • Deposit Products
  • Life Products Including Investment and Risk
  • Managed Investments
  • Securities

Services Terry can assist you with:

  • Financial Planning
  • Retirement Planning
  • Superannuation
  • Self-Managed Super Funds
  • Insurance
  • Investment Management
  • Budgeting
  • Margin Lending


Accredited Listed Product Adviser

SMSF Accredited

Tier 1 Margin Lending

Justice of the Peace (JP 201728)