Here at Accrue Financial, you will be able to take comfort in the knowledge that you have been understood, and that our team has your best interests at heart. We focus on strategic advice for our clients without any influence from any institutional ownership.
We take great provide in providing our clients with exceptional advice and service, and have a firm commitment to ongoing training and development to ensure we continue to provide the support our clients have come to expect.
The Accrue Financial Advice Team
Terry founded what now is Accrue Financial Group in 1987. He is actively involved on a daily basis with providing our clients with advice and guidance. Terry has attained Certified Financial Planner (CFP) certification which is the highest professional certification that can be awarded to a financial planner.
Terry loves cars and boats and enjoys spending his free time out on the water.
Kristy commenced in 1999 in the Financial Planning Industry and has been an Authorised Representative since 2001.
Kristy has completed a Bachelor of Business (Management) at the University of Southern Queensland and Advanced Diploma of Financial Planning. She has also attained Certified Financial Planner (CFP) certification which is the highest professional certification than can be awarded to a financial planner.
Kristy loves cooking shows and getting ideas for meals that she’ll never cook. She likes to stay fit, and makes sure her family is healthy and has fun too.
Steve has helped his clients to articulate their goals, and work towards achieving them for nearly 2 decades. Steve’s speciality is in his ability to understand his clients and map our advice processes so that his clients can fully understand his recommendations and how these strategies will help them meet their goals.
Steve is also a Certified Financial Planner (CFP) which is the highest professional certification than can be awarded to a financial planner.
On the weekends, Steve is likely to be found chasing children around various sporting fields in South East Queensland.