Terri Ho's Location
Sydney, NSW, AU
Terri Ho's Work
- Head of Product - Adviser Solutions @ WealthO2
- Director and General Manager @ YTML Consulting PTY LTD
- Principal Consultant @ Consilia Financial Group Pty Ltd
- Business Services Manager @ Macquarie Group
- Manager - Quickplan Ops and Advice Documentation @ BT Financial Group
- Manager - Advice documentation and Plan Vetting @ BT Financial Group
- Senior Financial Adviser @ St.George Bank
- Head of Business Management @ Asgard Wealth Solutions
- Associate Director - Paraplanning Manager @ Asgard Wealth Solutions
- Senior Technical Manager @ Asgard Wealth Solutions
Terri Ho's Education
- FPA
Certified Financial Planner
- University of NSW
Master of Commerce - Banking & Finance
1996 - 1998 - Deakin University
Diploma of Financial Planning
1995 - 1997
- University of Sydney
Bachelor of Economics - Accounting & Commercial Law
1991 - 1994
Terri Ho's Skills
- Relationship Management
- Business Analysis
- Investment Strategies
- Business Process Improvement
- Financial Advisory
- Investments
- Wealth Management
- Project Delivery
- Change Management
- Management
Terri Ho's Summary
Terri Ho, based in Sydney, NSW, AU, is currently a Head of Product - Adviser Solutions at DASH Technology Group, bringing experience from previous roles at ROAR Software, Consilia Financial Group Pty Ltd, Macquarie Group and BT Financial Group. Terri Ho holds a Certified Financial Planner @ FPA. With a robust skill set that includes Relationship Management, Business Analysis, Investment Strategies, Business Process Improvement, Financial Advisory and more, Terri Ho contributes valuable insights to the industry. Terri Ho has 2 emails on RocketReach.
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