Terry has a Diploma of Financial Planning and is a Certified Financial Planner.
Terry has been employed in the Financial Services industry for over thirty years as both a business owner and authorized representative and now Chief Executive Officer of Terry Cross Financial Services.
Terry his experienced and qualified to provide advice and recommendations on the following;
– Retirement Planning (inc. Annuities and Pensions)
– Superannuation (inc. Employer Superannuation and Self-Managed Superannuation Funds)
– Redundancies and Transition to Retirement
– Personal Insurances (inc. Life, Total & Permanent Disability, Trauma and Income Protection)
– Investments (inc. Index Funds, ETFs and Shares)
– Gearing (inc. Margin Lending)
– Aged Care
– Centrelink and DVA
– Estate planning
– Budget, Cashflow and Debt Management
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