Terri Bradford
Financial Adviser
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About
Terri Bradford is an ASIC-registered financial adviser based in Brisbane, Queensland, committed to helping clients achieve their financial goals through personalized and comprehensive advice. With a career spanning over two decades, Terri brings a wealth of knowledge and experience to every client relationship. Terri holds a Diploma of Financial Planning from Deakin University (2002) and a Graduate Diploma of Financial Planning from Western Sydney University (2021), demonstrating her commitment to ongoing professional development. She also completed the SMSF Adviser Education Program through the FPA in 2007 and obtained her SMSF Specialist Advisor (SSA) Accreditation from the SMSF Association in 2010. Terri is a member of both the Financial Advice Association of Australia (FAAA) and the SMSF Association, reflecting her dedication to upholding the highest standards of ethical conduct and professional practice. Authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, and government debt securities, Terri is well-equipped to assist clients with various financial needs. • Superannuation advice and retirement planning • Wealth management and investment strategies • Insurance solutions to protect your assets and family • SMSF advice and management Ready to take control of your financial future? Contact Terri today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Terri Bradford provide?
Terri Bradford provides advice on a wide range of financial areas including superannuation, retirement planning, wealth management, insurance, and SMSFs. She can help you with investment strategies, risk management, and achieving your financial goals.
What are Terri Bradford's qualifications and experience?
Terri Bradford holds a Diploma of Financial Planning from Deakin University, a Graduate Diploma of Financial Planning from Western Sydney University, and is an SMSF Specialist Advisor accredited by the SMSF Association. She has over 20 years of experience in the financial services industry.
What is the process for working with Terri Bradford?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Terri will then develop a personalized financial plan tailored to your needs. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving circumstances.
How can Terri Bradford help me with my superannuation?
Terri can provide expert advice on all aspects of superannuation, including contribution strategies, investment options, and retirement planning. She also specialises in SMSFs and can help you set up and manage your own self-managed super fund.
What can I expect during my first meeting with Terri Bradford?
During your first meeting, Terri will take the time to understand your financial goals, current situation, and risk tolerance. She will explain her services and how she can help you achieve your objectives. You can expect a friendly and professional environment where you can openly discuss your financial concerns.
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