Terry Ling

Terry Ling

B.Bus, Adv.Dip.FS(FP)


02 9221 1555

Adviser Assistant

Terry is an Adviser Assistant. He joined the business in 2007 as Client Service Officer after he graduated from the University of Technology in Sydney with a Bachelor of Business degree majoring in Finance and Accounting. He completed the Advanced Diploma of Financial Services (Financial Planning) in 2011.



  • Bachelor of Business (Finance & Accounting), UTS
  • Advanced Diploma of Financial Planning


Professional Memberships

  • MemberĀ of the Financial Planning Association (FPA)