Terry Paris

Name
Terry Paris
ID
1002089
ABN
–
First Provided Advice
2012

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1991 - Bachelor of Theology - Bachelor Degree (AQF 7) - Sydney College of Divinity
  • 2012 - FNS50804 Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Trainee Management Australia
  • 2014 - FNS60410 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
  • 2020 - Commercial Law (TASACLv2) - Other - Kaplan Professional
  • 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
  • 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Australian Financial Planning Group Pty Limited (#247430)
Commenced
March 7, 2022
Ceased
Aug. 29, 2025
Status
Ceased
Licence Holder
Mufg Retire360 Pty Limited (#258145)
Commenced
July 1, 2021
Ceased
Nov. 30, 2021
Status
Ceased
Licence Holder
Mufg Retire360 Pty Limited (#258145)
Commenced
Nov. 11, 2019
Ceased
June 21, 2021
Status
Current
Licence Holder
United Super Pty ltd (#233792)
Commenced
Sept. 24, 2025

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Aps Melb Pty Ltd (#225982)
Commenced
June 1, 2012
Ceased
Feb. 3, 2013
Status
Ceased
Licence Holder
Securitor Financial Group Pty Limited (#240687)
Commenced
Aug. 4, 2016
Ceased
Dec. 14, 2018
Status
Ceased
Licence Holder
Securitor Financial Group Pty Limited (#240687)
Commenced
Dec. 17, 2018
Ceased
May 31, 2019
Status
Ceased
Licence Holder
Skybridge Portfolios Pty Ltd (#407092)
Commenced
March 26, 2015
Ceased
May 27, 2016