Terry Johnson
Financial Adviser
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About
Terry Johnson is an ASIC-registered financial adviser based in Windsor Downs, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Terry's extensive qualifications include a Certificate IV in Mortgage Broking, a Diploma and Advanced Diploma in Financial Planning, Ethics & Professionalism in Financial Advice certification, and a Graduate Diploma of Financial Planning, all earned through Kaplan. As a member of the Financial Advice Association of Australia (FAAA) and MDRT, Terry adheres to the highest ethical and professional standards, ensuring clients receive trustworthy and reliable guidance. Terry is authorized to provide advice on superannuation, insurance (including Investment Life Insurance), and Government Debt Securities, offering a well-rounded approach to financial planning. Terry can help you with: • Superannuation advice, including contribution strategies and pension planning • Insurance solutions to protect you and your family • Investment advice for life insurance products • Guidance on investing in Government Debt Securities • Comprehensive financial planning tailored to your unique needs Ready to take control of your financial future? Contact Terry today to schedule a consultation and discover how personalized financial advice can make a difference.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Terry Johnson provide?
Terry Johnson specializes in providing advice on superannuation, insurance (including Investment Life Insurance), and Government Debt Securities. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What qualifications does Terry Johnson have?
Terry holds a Certificate IV in Mortgage Broking, a Diploma and Advanced Diploma in Financial Planning, Ethics & Professionalism in Financial Advice certification, and a Graduate Diploma of Financial Planning, all earned through Kaplan.
How does Terry Johnson develop a financial plan for clients?
Terry works closely with each client to understand their current financial situation, future goals, and risk tolerance. He then develops a personalized financial plan that addresses their specific needs and helps them achieve their objectives.
What professional memberships does Terry Johnson hold?
Terry is a member of the Financial Advice Association of Australia (FAAA) and MDRT, reflecting his commitment to ethical and professional standards in financial advice.
What can I expect during my first meeting with Terry Johnson?
During your initial consultation, Terry will discuss your financial goals, current situation, and any concerns you may have. This meeting is an opportunity to get to know Terry, ask questions, and determine if his services are a good fit for your needs.
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