Terry is the Chief Executive Officer for Shadforth Financial Group. In this role Terry leads the Shadforth business nationally with a focus on sustaining an environment where our clients’ best interests are central to the culture of the business and Shadforth advisers remain the quality benchmark for the advice industry within Australia.
Education and experience
Over a financial services career spanning 27 years, Terry has held senior advice roles with AMP, Integral Financial Planning, Precedent Financial Services and Plan B Wealth Management.
In the early 1990s, Terry developed the very successful Executive Advisory model that recognised the unique needs of Perth's growing number of well-paid, financially literate but time poor executives and professionals. A keen observer of both academic literature and empirical evidence, Terry is a strong believer in the power of broad, market-based investment solutions for reliable client outcomes.
Terry a holds a Diploma of Financial Planning and is a CERTIFIED FINANCIAL PLANNER® practitioner.
Outside of work
Terry enjoys spending time with his wife and two teenage children as well as being involved in both cricket and hockey. A keen cyclist, he rides with and was a founding member of the Squadra Barista group.