Financial Adviser · NORTH SYDNEY, NSW

Terry Rhodes

NORTH SYDNEY, NSW

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000242255

Licensee

Fortnum Advice

Sydney, NSW (licence address on ASIC register)

View licensee

About Terry Rhodes

Terry Rhodes is a financial adviser based in North Sydney, New South Wales, with 23 years of experience in the financial services industry since 2003. Terry is currently authorised under Fortnum Advice. Terry holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Terry's qualifications include a Master of Business Administration from University of New South Wales. Terry 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 Deposit Products

Restrictions: NOT SMSF

Authorised to provide tax financial advice services

Qualifications and Training

1997

Master of Business Administration

University of New South Wales

2004

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

Registration History

Fortnum Advice Pty Ltd

Oct 2026 - Present Current

NOT SMSF

Fortnum Private Wealth Ltd

Nov 2019 - Oct 2026 Ceased

Not SMSF

Financial Wisdom Limited

Feb 2018 - Nov 2019 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

APOGEE FINANCIAL PLANNING PTY LTD

Dec 2003 - Feb 2018 Ceased

Source: ASIC Financial Advisers Register