Financial Adviser
· CHAPEL HILL, QLD
Terence John Pons Verhaar
No disciplinary history on record with ASIC
CHAPEL HILL,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269232
About Terence John Pons Verhaar
Terence John Pons Verhaar is a financial adviser based in Chapel Hill, Queensland, with 8 years of experience in the financial services industry since 2018. Terence is currently authorised under Alliance Wealth, operating through Velma Wealth Partners. Terence holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Terence's qualifications include a Certified Financial Planner (CFP) Education Program from FPA Australia. Terence is a member of Certified Financial Planner (CFP) and Aged Care Specialist (ACS) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce (Financial Planning)
Griffith University
2015
Self Managed Superannuation Funds Course
Kaplan Professional
2018
Accredited Aged Care Professional Program
Aged Care Steps
2020
Certified Financial Planner (CFP) Education Program
FPA Australia
2020
Ethics and Professionalism Course (7815AFE)
Ethics - Griffith University