Terrie Wendland

Executive summary

Terrie is a Wealth Adviser with BDO’s Private Wealth team in Brisbane. She has extensive experience in all facets of investment and provides solutions to a diverse client base with varying lifestyle and financial objectives. 

Terrie started her financial services career over 20 years ago, working for various Queensland stockbroking firms and financial planners. After some time away caring for her young children, she returned to the industry and has worked with BDO since 2014. 

Expertise 

• Wealth protection and risk 
• Superannuation and pre-retirement planning 
• Investment portfolio construction and management 
• Strategic investment advice 
• Retirement and income stream planning 
• Centrelink pension support 
• Estate and succession planning 

Qualifications and affiliations 

• Bachelor of Business (Economics) 

• Graduate Diploma of Finance and Investment 

• Diploma of Financial Planning 

• Member, Financial Planning Association of Australia (FPAA)