Terri Bradford
Wealth Management Technical Services
Terri has been working in the financial services industry since 1995. Primarily, Terri is responsible for the 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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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. I am eligible to participate in a bonus scheme depending upon performance.
