Wilson Ter
Financial Foundations Australia Pty Ltd
I’ve been helping people make sense of their finances since 2014. I work with Financial Foundations Australia, where I focus on delivering clear, down-to-earth financial advice that’s tailored to each person’s unique goals and circumstances.
What I love most about what I do is getting to know my clients—what drives them, what they dream about, and what they want for their future. I believe great financial advice starts with listening. Once I understand what matters most to you, we can build a plan that puts you in the best possible position to live the life you want.
Whether you're planning for retirement, growing your wealth, or just trying to get a better handle on your finances, I’m here to help make the journey simpler and more rewarding.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchYour first consultation is completely free! It’s a relaxed, no-pressure opportunity for us to connect — I’ll take the time to understand your situation, your needs, and your goals.
When it comes to fees, we keep things simple and transparent: we charge fixed dollar fees, not percentages. And just so you know — we don’t receive commissions, so our advice is always in your best interest.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 32
- First year providing advice 2014
- Years of experience 11
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Certificate in Applied Finance
- Graduate Diploma of Financial Planning
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Language spoken
- English
Financial Foundations Australia Pty Ltd
Level 4, 250 Camberwell RdCamberwell, VIC 3124 49 Robinson Street
Dandenong, VIC 3175
Licensed by
Financial Foundations Australia Pty Ltd
AFSL 237439
