Terry Stanley
Director and Representative
Areas of Expertise:
- Financial planning
- Investment advice
- Funds management
- Taxation
- Estate planning
- Life insurance structuring
Professional Background:
Terry commenced employment in the accounting profession in 1964 and in 1971 Terry was admitted as a partner with Leonard Morrow to the company now known as Morrows Pty Ltd. His vast experience and knowledge of the industry is highly respected and is sought after by both clients and companies. In 1993 Terry was appointed to the Board of Management of Western Health where he held the position of Treasurer and Chairman of the Finance & Staff Committee. At the time, Western Health had an operating budget in excess of $80m, which under the Government funding required constant monitoring. Terry is also a Director of a national retail manchester chain operating in excess of 80 retail outlets.
Professional Qualifications & Memberships:
- Fellow of CPA Australia (FCPA)
- Specialist Designation in Professional Financial Planning (FPS)
- Registered Company Auditor
- Fellow of the Australian Institute of Company Directors (AICD)
- Fellow of the Taxation Institute of Australia (FTIA)
- Diploma of Financial Planning (DFP)
- Certified Financial Planner (CFP)
