Our Team

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


  • 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


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