Comfort & Clarity Understanding and Managing your Risks

Terry Greetham
Authorised Representative*
Our Story

In our practice we take a very personal approach to your needs. We are a small business, which allows us to develop close relationships with our clients through regular contact. We believe your best interests are paramount.

Our clients are referred to us from differing sources, including professional practices such as accountancy and legal firms and existing clients. We always have an arms-length professional relationship with our referrers.

Terry Greetham CFP® FIPA FFin is the principal of the firm. He is passionate about financial planning and enjoys helping his clients.
  • CFP® – Certified Financial Planner – Financial Planning Association
  • FFin – Fellow Financial Services Institute of Australia
  • FIPA – Institute of Public Accountants
  • Tax (financial) Adviser – Tax Practitioners Board

Terry commenced his business of financial planning in February 1994 when the Bond Crisis hit the share market and cash was the only asset to make a positive return that year.

Ever since, he has been helping clients de-stress their lives by assisting them develop and implement their financial goals.

Terry and his team are committed to providing ongoing advice for clients and their families with a proactive approach.

As Terry always has his clients’ best interests at heart, it is rewarding to see clients navigate various life stages trusting in his financial expertise and life experiences.

During his time in the industry Terry has worked for three fund managers, a major stockbroking firm and various financial planning firms and has gathered many years of life experiences. He has organised and spoken at numerous seminars.

Terry Greetham has been a member of the Financial Planning Association since 1990 and abides by its code of ethics.