Terry Rhodes
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242255
- Location
- Chatswood NSW 2067
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 19 November 2019
- First provided advice
- 2003
- Qualifications
- Master of Business Administration, University of New South Wales (1997); Diploma of Financial Planning, Financial Planning Association of Australia (2004); Advanced Strategies for Self Managed Superannuation, GWM Adviser Services/Three Sixty (2008)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Terry Rhodes
Terry Rhodes is a financial adviser in Chatswood, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000242255.
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. That authorisation dates from 19 November 2019.
The register records 2003 as the year Terry first provided financial advice. Qualifications and training on file include Master of Business Administration (University of New South Wales, 1997), Diploma of Financial Planning (Financial Planning Association of Australia, 2004) and Advanced Strategies for Self Managed Superannuation (GWM Adviser Services/Three Sixty, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not SMSF.”
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Questions people ask
Is Terry Rhodes a registered financial adviser?
Yes. Terry Rhodes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242255.
Which licensee does Terry Rhodes work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Terry Rhodes give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not SMSF."