Keyman Financial Services was established in 2009 and has been caring for clients ever since.Get in Touch
In 2021 Keyman was honored with the AFA’s Client Outcome of the Year Award.
We are also proud lifetime Members of the Million Dollar Round Table as well as the Australian Association of Financial Advisers. We are proud contributors to the industry through participating in mentor groups and volunteering on numerous advisory boards.
Meet the Team
Terry has over 20 years of experience advising individuals and business owners in how to best protect their families and their hard work using a range of proven insurance products.
He is an avid golfer playing off a three handicap. He is also one of the only people you will meet that hardly gambles but loves Las Vegas. After going back to university at age 51, Terry has a Graduate Diploma of Financial Planning. Terry loves his clients almost as much as his four kids and wife Rachael.
Mia is Terry’s eldest child and has been in the business since 2018. Mia specialty in the business is claims but also loves assisting young families in understanding insurance. She also heads up Keyman Claims.
She has graduated with a double degree in Communications and International Studies from the University of Technology Sydney. Mia has also completed her Post-Graduate Degree in Financial Planning and has also spent a year abroad studying at the University of Texas in Austin for 12 months. Outside of work, Mia sends most of her time serving at our local church, spreading the good news or cooking with her fiancé Wesley.
Benjamin is Terry’s second eldest and only son. He may be taller than Mia but he is a few years younger (don’t let the beard fool you). Alongside advising with Mia & Terry, Ben also heads up Keyman Wealth, a holistic financial education practice serving existing & non-existing clients.
He has graduated with a Bachelor’s Degree in Business Leadership & Commerce majoring in Entrepreneurship & Marketing and has also recently completed his Post Graduate Degree in Financial Planning. His dream in life? Own a ranch with his fiancé Bec in Big Sky country Montana!
Diana is our support team leader. She helps delegate and manage our support team. She also keeps a keen eye on all of our record keeping & compliance requirements. She is our paraplanning guru who puts in the hours to make your advice documents as simple as possible. Diana loves travelling and has a passion for documenting her adventures on social media! She also has graduated with a Bachelor’s Degree in Management Accounting.
Sarrah assists all of our existing clients with everything administration. From updating payment details to beneficiaries, she is your go to girl. Sarrah is also the lovely voice on the other side of our phones. She enjoys serving at her local church and is a fantastic singer. She also has graduated with a Bachelor’s Degree in Political Science.
Jade primarily supports the team during the initial stages of taking out cover but her value extends far beyond! She helps to explore the market for pre-assessments and pricing, she also has one of the happiest & brightest smiles we have ever seen. Jade takes pride in assisting clients with underwriting requirements and helps us with marketing. Outside of work, she enjoys spending time with friends and has her Bachelors Degree in Elementary Education.
Start a conversaion with us today.
Call us on 02 9011 8122 or enquire onlineCall 02 9011 8122 Enquire Online
We can provide advice across a broad range of providers, including: