Terry is an experienced financial advisor of Bailey Roberts Group with offices conveniently located in both Sydney and Wollongong.
Terry commenced his business of financial planning in February 1994 when the Bond Crisis hit the share market and cash was the only asset to make a positive return that year.
Ever since, he has been helping clients de-stress their lives by assisting them develop and implement their financial goals.
Terry and his team are committed to providing ongoing advice for clients and their families with a proactive approach.
As Terry always has his clients’ best interests at heart, it is rewarding to see clients navigate various life stages trusting in his financial expertise and life experiences.
During his time in the industry Terry has worked for three fund managers, a major stockbroking firm and various financial planning firms and has gathered many years of life experiences. He has organised and spoken at numerous seminars.
Terry Greetham has been a member of the Financial Planning Association since 1990 and abides by its code of ethics.
- CFP® – Certified Financial Planner – Financial Planning Association
- FFin – Fellow Financial Services Institute of Australia
- FIPA – Institute of Public Accountants
- Tax (financial) Adviser – Tax Practitioners Board