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  3. Terence Leong

OUR PARTNERS & ADVISERS

Terence Leong

Accreditations

Bachelor of Commerce (BCom - Accounting & Management) & Diploma and Advanced Diploma of Financial Planning (DipFP & AdvDipFP)

Key areas of focus

Superannuation; Insurance; Retirement Planning; Debt & Cashflow Management; Wealth Creation.

Office location

Melbourne, VIC

Terence Leong

Financial Adviser

book a meeting with terence

Terence Leong has over seven years of experience in the financial services industry, helping clients to effectively manage debt and cash flow, grow and protect their wealth and plan for a comfortable retirement.

Terence comes highly qualified with a Bachelor of Commerce majoring in Accounting and Management along with a Diploma and Advanced Diploma of Financial Planning and is currently completing further studies to become a Certified Financial Planner.

Terence is genuinely committed to getting to know his clients and to understanding their needs and goals so as to be better able to help them improve their financial circumstances both in the short and long term.

When not hard at work helping his PSK clients achieve financial independence, Terence enjoys exercising and spending quality time with his two young children.

 

Click here to view Terence's latest FSCG

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Corporate Representative of Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665.

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