Terry Panigiris
Director of Financial Planning
Bachelor of Business
Diploma in Financial Planning
Certified Financial Planner (FPA)
Terry Panigiris is the Director of Financial Planning at CBD Advisory.
Terry founded CBD Advisory in February 1993 and has since built a practice focused on working partnerships with clients to achieve their goals and objectives. The focus on building strong relationships is evident as many of Terry's clients have been working with him for well over 20+years.
Terry entered the industry in 1982 as a Business Graduate and has since attained the highest designation in the Financial Planning industry with the professional status of Certified Financial Planner® professional.
With more than 40 years’ experience in the industry, Terry has guided clients through the ups and downs of the ever-changing financial markets (87’ stock market crash, ’08 GFC and ’20 Coronavirus pandemic) and government legislative changes.
Terry is passionate about assisting clients define what wealth & security means to them and coaching clients through the process to grow, preserve and protect their wealth in order to reach their financial & lifestyle goals.
In his spare time, Terry enjoys spending time at Coogee beach with his grandchildren, watching all forms of Football and Formula 1 and has a passion for travelling the globe.
Expertise
My fees
We are happy to discuss alternative fee arrangements for clients looking for long-term advice strategies. We offer flat dollar fee arrangements, percentage based fees or a combination of both and look to tailor our fees to suite our clients circumstances.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 20
- First year providing advice 1988
- Years of experience 36
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Highest qualification
- Certified Financial Planner (CFP)
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Languages spoken
- English
- Greek
- Italian
- Russian
CBD Advisory
Westfield Tower 2, Suite 1501A, Level 15, 101 Grafton StBondi Junction, NSW 2022
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Asvw Financial Services Pty Ltd
AFSL 446176