Here at Accrue Financial Group, you will be able to take comfort in knowing 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 pride in providing our clients with exceptional advice and services and have a firm commitment to ongoing training and development to ensure we continue to provide the support our clients have come to expect.
Terry Barron
Terry founded what is now Accrue Financial Group in 1987. He remains involved in the operations of the business.
Client Services
Our advisers are supported by a capable, friendly and experienced support team.
Antonio Perez
Antonio holds a Graduate Diploma in Financial Planning and is committed to increasing his knowledge base through further education, to align with industry standards & expectations and his pursuit for professionalism within the industry.
Tim Bolton
Tim has worked in the financial services industry since 2012. Tim changed from working behind the scenes as a paraplanner, to providing advice to clients in 2018. Tim has experience in developing complex strategies including those involving property, superannuation, direct investments, insurance and Self Managed Superannuation Funds.
Kellie Treweek
Kellie has worked in the financial services industry since 2002 as a Practice Manager, Operations Manager and Financial Adviser. Before that time, she worked for Chief Executives and Boards in both the private and public sector in Sydney and Brisbane.