TCFS Logo

TCFS Logo

 
vs5
 
About Us
spacer

Since 1987, Terry Cross has thrived to become one of the most respected financial planning practices in the Illawarra.

The award-winning business has gone from strength to strength, and now employs a team of highly qualified and dedicated individuals.

 

Your Advisers

Brad


Brad Mottershead 309365

Brad has a Diploma of Financial Planning and is an Associate Financial Planner with the Financial Planning Association.

Brad has been involved in the Financial Services industry for over thirteen years. Brad Mottershead is paid a salary by the business.

Your Adviser is authorised to provide advice and deal in the following specific products:

Savings Plans, Lump Sum Investments, Personal Superannuation, Employer Sponsored Superannuation, Self-Managed Superannuation Funds, Rollovers, Gearing, Direct Equities. Annuities, Allocated Pensions, Life Insurance, Accident/Sickness/Disability Insurance, Trauma Insurance, Permanent & Total Disability Insurance, Income Protection Insurance.

Financial Services Guide - Adviser Profile


Peter

Peter Tanevski 1245852

Peter is an Authorised Representative of the Millennium3 Dealer Group.

Peter has been an employee of TCFS since 2008. Peter commenced as an administration officer and has progressed to a Financial Planning role. During his time with TCFS, Peter has completed his Diploma and Advanced Diploma in Financial Planning.

He meets with new and existing clients to discuss all aspects of their financial planning needs. Peter also conducts annual review appointments as well as Statement of Advice presentations.

Financial Services Guide - Adviser Profile


Terry

Terry Cross 242738

Terry has a Diploma of Financial Planning and is a Certified Financial Planner.

Terry has been involved in the Financial Services industry for over twenty-five years. Terry Cross is paid a salary by the business.

Your Adviser is authorised to provide advice and deal in the following specific products:

Savings Plans, Lump Sum Investments, Personal Superannuation, Employer Sponsored Superannuation, Direct Equities, Rollovers, Annuities, Allocated Pensions, Life Insurance, Accident/Sickness/Disability Insurance, Trauma Insurance, Permanent & Total Disability Insurance, Income Protection Insurance, Self Managed Super Funds.

Financial Services Guide - Adviser Profile

“We pride ourselves in providing clients with outstanding service and access to both experienced advice and exceptional administration ... while maintaining the friendly, approachable and caring atmosphere we have always been know for.”

Terry Cross

 

Powered by www.jemwebsitedesign.com.au