Terrie Wendland

Terrie holds a Bachelor of Business (Economics) and post-graduate qualifications in finance and investments and financial planning. She started in the financial services industry more than 20 years ago working at various Queensland stockbroking firms and financial planners. After time out of the industry to look after her young children, Terrie returned to the industry to work with BDO in the salary packaging team before moving to private wealth.

She brings a wealth of experience in all facets of investment to the team. Throughout her career, Terrie has provided solutions to a diverse client base with varying lifestyle and financial objectives.

Services

• Wealth protection / risk
• Superannuation and pre-retirement planning
• Investment portfolio construction
• Professional Investment Portfolio Management
• Strategic investment strategy advice
• Retirement and Income stream planning
• Litigation support
• Salary Packaging
• Centrelink Pension support
• Estate planning / Succession Planning
• Aged care

Qualifications

• Bachelor of Business – Economics
• Graduate Diploma of Finance and Investment
• Diploma of Financial Planning

Affiliations

• Member of the Financial Planning Association of Australia (FPA)