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Terry Vogiatzis

Terry Vogiatzis  

Experience
Terry has been working in the financial services industry since 2012. Prior to joining Centric Wealth, Terry worked as an accountant in the taxation and business advisory sectors, where he acquired a diverse range of knowledge and skills including entity structuring, tax planning and tax minimisation. He has a passion for taking a highly tailored, precise and analytical approach to helping clients achieve their goals and objectives.

Terry has attained the Certified Financial Planner (CFP®) designation which is the highest level of professional endorsement offered by the Financial Planning Association of Australia.

Terry is supported by a team of experienced professionals who work together to provide his clients with an exceptional level of service.

Educational Qualifications and Professional Memberships
  • Certified Financial Planner® - Financial Planning Association of Australia 
  • Bachelor of Commerce majoring in Accounting – Macquarie University 
  • Diploma of Financial Planning – Kaplan Professional 
  • Securities and Managed Investments – Kaplan Professional
  • SMSF Core Course – DBA Network Pty Ltd
  • Member of the Financial Planning Association of Australia (FPA)

Contact Terry

   02 9250 6500
   email Terry

 


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