FEATURED excellence awardee

Terry Wong

“I had a picture of a house, and the house was Premiere Mortgage Centre”

Kerri Reed, Premiere Mortgage Centre

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EXCELLENCE AWARDEE: Adelaide Bank Young Gun of the Year

www.fundexcapital.com.au

Terry Wong

terry@fundexcapital.com.au

0413 342 989

Leve 1, 4/403 Hume Highway Liverpool, NSW, 2170

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EXCELLENCE AWARDEE: Adelaide Bank Young Gun of the Year

Terry Wong

www.facebook.com/transalta

@fundexcapital

1188 Whakue St, Rotorua Central, Rotorua

@transalta

Meet Terry Wong, the straightforward, down-to-earth founder of Fundex Capital. With 12 solid years in the banking industry under his belt, Terry’s no stranger to the financial world. His stint at a major bank saw him climbing the ladder and dipping his toes into various roles. Each position, whether it was in residential or commercial lending, wasn’t just a job but a learning curve, sharpening his skills for the brokerage dream brewing in his mind.

The Lakes College Culinary Club (TLCCC) started with a team of 12 students and has now expanded to over 30 members, showcasing its continued success through participation in college events and even catering for local community organisations. This program not only imparts valuable culinary skills but also teaches the significance of community service, fosters practical abilities and cultivates a professional work ethic. Spanning ages 11 to 18, the Culinary Club challenges students to create elaborate six-course degustation dinners and manage large-scale catering for college gatherings. Chloe, a Year 7 student, praises the program for imparting essential life skills in an enjoyable way among friends. Likewise, Emily values the connections she forms despite the program’s demanding pace. Under the guidance of Chef Joel, TLCCC contributes to the college’s ethos and the students’ personal growth. The program’s commitment to local ingredients and culinary adventures is evident as it expands to include barista training and Responsible Service of Alcohol certification. The program seamlessly merges science, art and food technology, promoting discipline and shared responsibility. TLCCC embodies a commitment to service, community engagement and student leadership, cementing its unique character and contribution to The Lakes College.

youtube.com/@canterburycollege-waterford

Director and Principal Broker

Terry’s well-rounded experience in the bank was the perfect springboard to launch his own venture, Fundex Capital. He knew the ropes, had the knack for lending nuances, and above all, had a clear vision: to offer a more personalised, less bureaucratic approach to financial services. Terry’s not just about crunching numbers; he’s about understanding his clients’ needs and ensuring they feel valued and understood. At Fundex Capital, Terry has successfully blended his extensive banking experience with a more personalised touch. Unlike the rigid structures of big banks, Terry’s approach is about flexibility and tailored solutions. It’s this blend of solid industry knowledge, personal service and a willingness to go the extra mile that has set Fundex Capital apart in a competitive market. Terry’s transition from a bank employee to starting his own company wasn’t a walk in the park, but his varied roles at the bank armed him with the requisite skills to navigate the brokerage landscape with ease. His hands-on experience in both residential and commercial lending has proven invaluable to him in understanding and meeting diverse client needs. In a sector where trust and reliability are the currency, Terry’s reputation for excellent customer service has been a cornerstone of Fundex Capital’s success. His approach is simple: treat each client with respect, understand their needs and provide practical, effective solutions without the jargon. Fundex Capital under Terry’s leadership has swiftly grown, carving a niche for itself in the financial service industry. It’s the go-to place for individuals and businesses seeking practical financial solutions without the red tape. Terry’s journey from the structured world of banking to the entrepreneurial realm of the brokerage illustrates a path of calculated risks, continuous learning and an undying commitment to bettering the client experience. It’s a testament to what’s achievable with the right mix of industry know-how, a customer-focused approach and the grit to carve out one’s own path in the financial world. Through Fundex Capital, Terry Wong has not just created a reputable brokerage but also a platform that resonates with those seeking a more personalised approach to financial services.