Financial Adviser · WOLLONGONG, NSW

Terry Cross

23 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000242738

Terry Cross is a financial adviser based in Wollongong, New South Wales, with 23 years of experience in the financial services industry. Terry is currently authorised under Millennium 3 Financial Services Pty Ltd. Terry 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 Certified Financial Planner from FPA. 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 Government Bonds

Restrictions: Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Certified Financial Planner

FPA

2003

Diploma of Finanical Planning 1

- Deakin University

2011

ASX Accredited Listed Products Advisor

Kaplan

Registration History

Millennium 3 Financial Services Pty Ltd

Sep 2006 - Present Current

Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register