Our Team

Terence O'Sullivan

As a financial planner Terry can help you make the right choices regarding your financial future. Through careful analysis of your current circumstances and future goals, he can assist you in tailoring strategies to ensure your financial plan is right for you – now and in the future.

Advice Terry specialises in:

Investment strategies
Retirement planning
Superannuation including SMSF
Insurance- Income Protection, Trauma/TPD
Estate planning
Transition to Retirement
Aged Care
Making the most of Centrelink entitlements.

General advice Terry provides:

Tax planning
Wealth management and protection
Small business advice
Business and residential finance

Qualifications:

Master of Business Administration
Bachelor of Commerce
Certified Financial Planner
Advanced Diploma of Financial Services (Financial Planning)
Diploma of Financial Services (Finance/Mortgage Broking)
Certificate in Applied Tax 1

Memberships and Associations:

Justice of the Peace (Qualified)
Member of FPA
Member of the Tax Institute
Member of ICSA
Member of MFAA

Experience:

Involved in Finance industry for over 20 years
Has operated his own financial planning business for over 10 years.