Financial Adviser · ERINA, NSW

Wayne Mathew Terry

8 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001267266

Wayne Mathew Terry is a financial adviser based in Erina, New South Wales, with 8 years of experience in the financial services industry. Wayne is currently authorised under Synchron Advice Pty Ltd. Wayne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a 5 unit CFP Certification Program from Financial Advice Association of Australia Limited. Wayne is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation authorisation excludes Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2014

Bachelor of Business (Finance)

Southern Cross University

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2022

5 unit CFP Certification Program

Financial Advice Association of Australia Limited

Registration History

Synchron Advice Pty Ltd

Nov 2021 - Present Current

Superannuation authorisation excludes Self Managed Superannuation Funds

Akumin Financial Planning Pty Limited

Oct 2020 - Dec 2020 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Bridges Financial Services Pty Limited

Sep 2018 - Sep 2020 Ceased

Superannuation - All excludes Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register