The Wealth Advisory

The Federal Budget has introduced changes to tax, property, investing and cost of living measures. Understanding how these updates may affect your financial position is important. Swipe through for the key takeaways 👉

Big welcome to two fantastic new faces joining The Wealth Advisory Group team! 🎉

Brandon Jeon has joined us as a Financial Adviser, bringing over 8 years of experience and a passion for helping clients build long-term financial confidence through strategic advice and wealth planning.

Sangeetha Devasahayam is joining as our Client Service Officer, with over 20 years of experience in financial services and a strong focus on creating a seamless, supportive and stress-free client experience.

We’re so excited to have Brandon and Sangeetha on board and can’t wait for you to meet them! 💼👏

7 Simple Ways to Start the Financial Year Strong - https://mailchi.mp/thewealthadvisory/thewealthadvisory-7-simple-ways-to-start-the-financial-year-strong

Markets, Money & the May Election: What You Need to Know 💡 - https://mailchi.mp/cbdadvisory/thewealthadvisory-excitingnews-10590173

Nick Bregolin is a Senior Financial Adviser with over 15 years of experience in the financial services industry, dedicated to helping individuals, families, and business owners navigate life’s financial complexities with confidence.

Known for his strategic thinking and approachable style, Nick specialises in building personalised financial roadmaps that align with his clients’ unique goals — whether that’s growing long-term wealth, safeguarding income and assets, or preparing for a secure retirement.

Nick takes pride in delivering advice that is not only technically sound, but also practical and deeply personalised. His goal is to empower clients to make informed decisions today that create lasting impact for tomorrow — and for generations to come.

When he’s not helping clients shape their financial futures, you’ll find Nicholas on the futsal court, teeing off on the golf course, or enjoying a night of laughs at a local comedy show with his partner.

📲 Connect with Nick at www.thewealthadvisory.com.au

Terry Panigiris is more than just the Director of Financial Planning — he’s the founding force behind what is now The Wealth Advisory. Since entering the industry in 1982 and founding CBD Advisory in 1993, Terry has spent over 30 years building not just financial strategies, but long-standing, trusted relationships with his clients.

From the 1987 stock market crash to the GFC and COVID-19, Terry’s calm, strategic approach has helped individuals, families, and business owners stay on track through every high and low.

As a Certified Financial Planner®, he brings the highest level of professionalism and insight to every conversation.

Terry’s philosophy? Wealth is personal. His advice is always tailored, practical, and focused on what truly matters — whether it’s protecting your family, growing your business, or securing the lifestyle you’ve worked hard to achieve.

Outside work, Terry enjoys coastal walks, Formula 1, the footy, and time with his grandkids.

Looking for a seasoned adviser who listens, understands, and delivers with integrity? Terry’s your person.

💬 Connect at www.thewealthadvisory.com.au

🔥We’ve Got a New Name! 🔥

CBD Advisory is now The Wealth Advisory.👏

Same people. Same values. Same trusted advice — now with a name that reflects our purpose more clearly.

We’re still here to guide you through every stage of your financial journey, with tailored strategies designed to grow with you — and your future generations.

🔗 Visit us at www.thewealthadvisory.com.au
📩 Questions? We’re just a call or message away.