Financial Adviser · WOLLONGONG, NSW

Terry Wayne Cross

WOLLONGONG, NSW

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000242738

Currently at

Financial Lifestyle Solutions

Bundall, QLD (firm address)

View firm profile

About Terry Wayne Cross

Terry Wayne Cross is a financial adviser based in Wollongong, New South Wales, with 23 years of experience in the financial services industry since 2003. Terry is currently authorised under Alliance Wealth, operating through Financial Lifestyle Solutions. 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 Diploma of Financial Planning (8 units) from FPA Australia (Deakin University). Terry is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Planning (8 units)

FPA Australia (Deakin University)

2011

ASX Accredited Listed Products Adviser Program

Kaplan Professional

Registration History

Alliance Wealth Pty Ltd

Sep 2026 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Millennium 3 Financial Services Pty Ltd

Sep 2006 - Sep 2026 Ceased

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

Source: ASIC Financial Advisers Register