Centric Wealth

your interests, our focus

  • Decrease font size
  • Increase font size
  • Print Page

Our Life Risk Insurance Advisers

 Terry Brain_112x112-edits
   

Terry Brain

Experience
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 molded 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
  • Practitioner Member of the Association of Financial Advisers (AFA)
Contact Terry 
   03 8639 1300
   email Terry




   

Anthony Peel

Experience 
Tony has over 19 years of experience in providing financial advice and holds an Advanced Diploma in Financial Services.

Tony is experience in providing risk protection solutions to families, business owners and farmers. Tony’s knowledge and experience allows him to create tailored strategies to achieve his client’s protection goals.

Educational qualifications and Professional Memberships 
  • Advanced Diploma of Financial Services (Financial Planning) 
  • Diploma of Financial Services (Financial Planning) 
  • Diploma in Life Insurance 
  • AFP® Member of the Financial Planning Associate of Australia
    Contact Anthony
       02 6021 1111
       email Anthony




         

    Cameron Jordan

    Experience 
    Cameron holds a Bachelor of Commerce, majoring in both Accounting and Finance. Starting at a boutique firm in early 2015 sparked a passion for Cameron to assist clients in achieving their needs. 

    His previous work experience as a senior paraplanner and high attention to detail will allow for the creation of financial strategies to ensure clients long term goals are being fulfilled.

    Educational qualifications and Professional Memberships 
    • Diploma of Financial Planning
    • Bachelor of Commerce (Accounting & Finance)
    • Associate member of the Financial Planning Association of Australia
      Contact Anthony
         03 8639 1300
         email Cameron






       
       

      Read more about Protecting You, Your Wealth and Assets

      Protect You and Your Wealth
      Protect Your Assets
      Protect Your Business and Employees
      Our Insurance Advisers