Terry has worked in Financial Service since 1973, moving to an adviser role in the mid 80’s, and then at area and regional manager level supervising advisers. In 2012 he moved to become a Training and Competence Manager supervising Independent Financial Advisers. His passion is the development of Financial Planners knowledge and experience when dealing with clients to ensure a professional and compliant service is provided at all times.
If you would like to talk to Purposeful Group about how we could help your business or discuss any other opportunities with us, please use the contact details below or the form to the right.
To understand how Purposeful Group can help your business, contact our Co-Founder, Richard Rhodes: