Talking about your finances can seem overwhelming and confusing, especially when it's 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 a holistic 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 make better decisions that can positively impact your life.
At CBD Advisory, we embrace a holistic 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 make better decisions that can positively impact your life.
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we believe.
In thinking differently In breaking the mould In challenging the status quo In the creation of a desired lifestyle In your needs being as unique as you are In wealth as more than just money 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 |
the beginning. |
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Since young, Terry Panigiris (our founder) was obsessed with all things finance. He wanted to understand how the global economies 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 effort and was focused on doing whatever it took to make his dreams possible.
Fast forward to 1993, after many years of financial planning, financial management, investments and training support in large banking institutions - he wanted to make a difference. 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 build strong relationships with 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. |
the now. |
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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. |
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our philosophy.
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