Talking about your finances can seem overwhelming and confusing, especially when it is with someone that you barely even know. Good news is, we get it! We know each and every one of you are unique in your circumstances, and we understand that tailored solutions and approaches are needed when planning and executing your financial journey.
At CBD Advisory, we embrace an approach to financial planning that is empowering, educational and less overwhelming. It is our hope that during your journey you learn more about the wonderful world of personal finance and feel empowered to better make decisions that can positively impact your life.
W e b e l i e v e . . .
In challenging the status quo
In breaking the mould
In thinking differently
In your needs being as unique as you are
In the creation of a desired lifestyle
In assisting you to reach your unique version of genuine wealth
In now as the time to take ownership and control of the life you want to live
Since young, Terry Panigiris was obsessed with all things finance and economics. He wanted to understand how the world operated, and was longing for his time to be fully immersed into the world of money. A son of hard working migrants, he quickly realized the importance of grit and was focused on doing whatever it took to make his dreams possible.
Fast forward to 1993, and a young and ambitious Head of Financial Planning Management at a large banking institution wanted to make a difference. Financial planning, management, investments and supporting an variety of clients and colleagues - he had done it all.
It was time for a new challenge. Something that would let Terry express his individual take on the financial planning industry and allow him to do what he loved most – building strong relationships with his clients by supporting and guiding them through their financial journey and creating tailored plans to specifically meet their goals and objectives.
By February 1993, the business which is now CBD Advisory was in operation. Many of our valued clients have been with us from the very beginning and have been part of the journey from a one man band through to a multidisciplinary financial planning practice.
Our business continues to be guided by the same ethos of empowering and supporting everyday Australians to fulfil their goals and reach their unique version of Financial Freedom.
Today, CBD Advisory is now headed up by father-daughter duo Terry Panigiris and Angela Menendez.
Terry brings to the practice 37 years of experience and a dedication and passion to client service. Angie provides a fresh business approach with a willingness to adapt and remain relevant in an ever-evolving industry.
Together, along with our brilliant team, we have built a culture that takes a client centric approach that is both professional and efficient. Each team member plays a pivotal role in the bigger picture of the business.
We pride ourselves on a collaborative and supportive environment for all our clients and employees with a sense of family through every interaction.
We believe now is the time to take ownership and control of the life you want to live. We believe in your needs being as different as you are, and in wealth as more than just money.
The way we assist you to take ownership and control of your life is by providing strategic advice and tailored solutions that enriches the lives of people and families in the pursuit of financial empowerment.
We believe now is the time to realize your unique version of genuine wealth.