Centric Wealth

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Our Life Risk Insurance Advisers

Terry Brain_112x112-edits   

Terry Brain

Experience

Terry Brain is a Representative of Findex Advice Services Pty Ltd AFSL 243253 trading as Centric Wealth Advisers.

Terry Brain is a business insurance specialist and works closely with business owners and their professional advisers to deliver meaningful insurance outcomes.

Terry has been an insurance adviser since 1970. Acting as the claimants’ advocate, Terry has witnessed first-hand the proceeds of policies which he had previously arranged, change people’s lives by providing the money to sustain individuals, families or businesses in cases of untimely death, disability or illness.

He speaks and acts with conviction moulded by these experiences.

Terry has been acknowledged by his peers and his industry. He has served on various industry advisory boards and committees, been the recipient of a variety of national and international production and quality awards, and a main platform presenter on the practical applications of life assurance to major industry forums in Australia, Hong Kong, Singapore, England and USA.

Educational Qualifications
  • Diploma of Financial Planning

Contact Terry
   03 8639 1320
   email Terry

Authorisations
Terry Brain is authorised by Centric Wealth to provide financial planning and financial product advice in the following areas:

Deposit Products

Government Debentures, Stocks & Bonds

Managed Investment Schemes

Investor Directed Portfolio Services

Retirement Savings Accounts

Superannuation

Investment Life Insurance Products

Life Risk Insurance Products

 

Further to the above authorisations, Terry can refer clients on to an appropriate professional for the following services:


Mortgage Broking

Consumer Credit 

Finance Broking

Securities

Margin Lending (standard)

Self Managed Superannuation Funds

Limited Recourse Borrowing Arrangements

Managed Discretionary Accounts (MDAs)

 



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