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Terri Bradford
Head of Wealth Management
I take a holistic approach to financial planning in considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals.
Terri has been working in the financial services industry since 1995. As Head of Wealth Management Terri facilitates the appropriate provision of wealth management systems, tools and resources for the broader advisory network. One of her primary functions is to monitor current and future trends in the wealth management industry, and to provide technical advice services to Morgans advisers. This includes interpreting changing industry legislation and regulation. Terri has completed her Graduate Diploma in Financial Planning, a Diploma of Financial Planning and is an accredited SMSF Specialist Advisor™ (SSA).
Investment Style
Terri specialises in superannuation, self managed superannuation and investment strategy planning; and also provides technical advice in areas of estate planning, insurance, asset allocation and retirement.
Services and Specialties
Retirement and Estate Planning
Margin Lending and Gearing Strategies
Superannuation Advice
Personal Insurance
Self-Managed Super Funds
Financial Planning
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Diploma of Financial Planning
SMSF Specialist Advisor™ (SSA) Accreditation
SMSF Specialist Adviser™
TPB Code of Professional Conduct
Associations
Specialist Member SMSF Association Australia
Associate Member of the Financial Planning Association of Australia
Competencies
Managed Investments
Generic
Securities
Margin Lending
Superannuation
Life Insurance
Financial Planning
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
