In this role Terry leads the Shadforth business nationally. Terry’s work focuses on sustaining a culture that places our clients’ best interests at the centre of all we do, and ensuring Shadforth advisers meet the quality benchmarks of the Australian advice industry.
Over a financial services career spanning 30 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 successful Executive Advisory model. This model recognised the unique needs of Perth's growing population of well-paid, financially literate but time-poor executives and professionals. A keen reader of both academic literature and observer of empirical evidence, Terry is a strong believer in the power of broad, market-based investment solutions to deliver reliable client outcomes.
Terry a holds a Diploma of Financial Planning and is a Certified Financial Planner® (CFP) practitioner.
Terry enjoys spending time with his wife and two adult children. A sports lover, he enjoys cricket, hockey and cycling. Terry is a founding member of the Squadra Barista cycling group.