Terry Paris

Critic
DISC Type : C

Retirement Adviser at Cbus Super Fund

Sydney, New South Wales, Australia

Overview

Terry is an experienced Senior Financial Advisor, currently serving as a Retirement Adviser at Cbus Super Fund. He excels at helping individuals build and manage their wealth by translating complex financial concepts into simple, understandable language. His career demonstrates a strong and ongoing commitment to the financial planning profession.

Described as a passionate and adaptable professional, Terry has successfully embraced and navigated numerous changes and challenges throughout his career. This highlights a personal resilience and a dedication to making a significant contribution in dynamic environments.

Terry possesses an intuitive ability to educate and assist people, empowering them to retire in both comfort and dignity.

Personality Overview

Information Seeker

Precise

Objective Thinker

They are quite likely to negotiate on pricing or other key terms.  They don’t appreciate bells and whistles unless backed by data. They like to do things independently and don’t look for support from others.

Topics They Care About

Retirement Planning
His current role is Retirement Adviser, and he is passionate about assisting individuals to retire comfortably and with dignity.
Financial Education
He has a proven strength in communicating complex technical concepts using simple language to effectively educate clients.
Wealth Management
His professional focus is on the core mission of helping individuals build and manage their personal wealth for the future.

Media Appearances

Terry has no verified media appearances

Work History

9-2025
Retirement Adviser at Cbus Super Fund
3-2022 - 8-2025
Senior Financial Adviser at AFPG - Australian Financial Planning Group
10-2019 - 12-2021
Financial Advisor at Club Plus Super
6-2016 - 6-2019
Financial Adviser at PlanPlus Wealth Advisers
1-2014 - 5-2016
Financial Adviser at Skybridge Financial

Education

7-2021 - 10-2021
Ethics and Professionalism in Financial Advice from Kaplan Professional
2019 - 2020
Graduate Diploma from Kaplan Professional

More Information

Social Presence :

Prographics :

Exp : 11 Location : Sydney, New South Wales, Australia Job Level : N/A Designation : Retirement Adviser at Cbus Super Fund
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Insights For Selling To Terry

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Tell them what ROI they can expect

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don't give superficial answers, they are easily rattled by them
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Terry is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Terry

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Terry move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Terry take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Terry

Personality Compatibility


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