Terry has been working in the Financial Services industry since 1993 and is very passionate about being able to assist his clients in achieving their long term Financial Planning goals. He is highly qualified, having completed the relevant Degree and Diploma courses, as well as successfully becoming FASEA accredited.
As a former school teacher, Terry understands the need for clear and concise communication with clients, which ensures that any strategic advice provided, is both well prepared and easy to understand.
Specialising in the areas of superannuation, retirement planning, wealth creation and personal Life Insurance, Terry provides tailor made solutions to cater for the varying needs of each individual client. He will work closely with you to both understand your personal needs, as well as assisting in the implementation of the strategies recommended.
When he’s not helping his clients achieve their financial goals, Terry enjoys playing a round of golf with his children and in more recent times has again taken up playing Lawn Bowls. Solid sessions in the gym are an enjoyable challenge .Terry is also an avid Adelaide Crows supporter.
Deb has been in the financial services industry since 2003, working with experienced financial advisers. She is process driven, has excellent attention to detail and has extensive experience in all client service procedures.
Deb has two teenage children who keep her on her toes. Her son, Cooper is a current junior cricket player for the Adelaide Cricket Club, and her daughter, Zoe works two jobs in the hospitality industry.
Deb is an avid Adelaide Crows supporter, loves to go for bike rides, walks and enjoys a glass of wine or two.
Debbie comes to us with over 30 years experience working in Customer Service and Administration, some 20 of those in Banking & Finance.
Debbie is typically the first point of contact a client will have with Merc Visible Wealth.
In her spare time you might find her with her family near a beach or with her head in a good book.
Terry is an Authorised Representative of Visible Wealth Solutions Pty Ltd which is a Corporate Representative of Alliance Wealth Pty Ltd. Terry has achieved the Diploma of Financial Planning (Dip FP). Authorised Representative No 248842
Terry is also a member of the Financial Advice Association Australia (FAAA)
Visible Wealth Solutions Pty Ltd (ABN 93 635 512 408) is a corporate Authorised Representative No. 1277640 of Alliance Wealth Pty Ltd (ABN 93 161 647 007) AFSL No. 49221 https://www.centrepointalliance.com.au/licensee/alliance-wealth/