CBD Advisory - Financial Planning Firm Sydney
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Terry Panigiris
Director of Financial Planning
  • ​​Bachelor of Business
  • Diploma in Financial Planning
  • Certified Financial Planner (FPA)​ ​​​
Terry Panigiris is the Director of Financial Planning at CBD Advisory.
 
Terry founded CBD Advisory in February 1993 and has since built a practice focused on working partnerships with clients to achieve their goals and objectives. The focus on building strong relationships  is evident as many  of Terry's clients have been working with him for over 20 years.
 
Terry entered the industry in 1982 as a Business Graduate and has since attained the highest designation in the Financial Planning industry with the professional status of Certified Financial Planner® professional. 
 
With more than 30 years’ experience in the industry, Terry has guided clients through the ups and downs of the ever-changing financial markets (87’ stock market crash, ’08 GFC and ’20 Coronavirus pandemic) and government legislative changes.
 
Terry is passionate about assisting clients define what wealth & security means to them and coaching clients through the process to grow, preserve  and protect their wealth in order to reach their financial & lifestyle goals.
 
In his spare time, Terry enjoys spending time at Coogee beach with his grandchildren, watching the Football and Formula 1 and has a passion for travelling.
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Terry Panigiris , Angela Menendez,  Elise Hamill, Nicholas Bregolin and CBD Corporate Financial Centre Pty Ltd t/as CBD Advisory are Authorised Representatives of ASVW Financial Services Pty Ltd.
​ABN 27 007 261 083 I AFSL 446176.
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  • About Us
  • Resources
    • Our News >
      • How to monitor your Concessional Contribution Amounts
      • Avoid the 30 June Rush
    • Our Videos
  • Our Team
  • Contact
  • ph: +61 2 9369 5333