Wayne Mathew Terry
Financial Adviser in Erina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267266
- Location
- Erina NSW 2250
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 29 November 2021
- First provided advice
- 2018
- Qualifications
- Bachelor of Business (Finance), Southern Cross University (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020); 5 unit CFP Certification Program, Financial Advice Association of Australia Limited (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation authorisation excludes Self Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Wayne Mathew Terry
Wayne Mathew Terry is a financial adviser in Erina, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001267266.
Wayne provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. That authorisation dates from 29 November 2021.
The register records 2018 as the year Wayne first provided financial advice. Qualifications and training on file include Bachelor of Business (Finance) (Southern Cross University, 2014), FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2020) and 5 unit CFP Certification Program (Financial Advice Association of Australia Limited, 2022). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Wayne is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation authorisation excludes Self Managed Superannuation Funds.”
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Questions people ask
Is Wayne Mathew Terry a registered financial adviser?
Yes. Wayne Mathew Terry is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267266.
Which licensee does Wayne Mathew Terry work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Wayne Mathew Terry give advice on?
The register lists these advice areas: superannuation; securities; 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: "Superannuation authorisation excludes Self Managed Superannuation Funds."