Who we are

Corias Financial Planning, formerly M.A.S Investment and Financial Planning, commenced operating in 1993.

With many years of providing financial planning advice, Corias Financial Planning shares a commitment to improve the livelihood of our clients by offering a holistic approach to their finances.

John and Peter Corias, the Senior Partners of Corias Financial Planning, have spent their entire careers financially assisting small business and their owners. Additionally, Terry Panigiris is the certified financial planner and an authorised representative of one of Australia’s fastest growing financial services group, Meritum Financial Group Pty Ltd. Meritum Financial Group is an Australian Financial Services Licensee – No. 245569, granted by the Australian Securities and Investment Commission (ASIC).

As your financial planner, Corias Financial Planning provides leading financial plans that shape your future.


TEAM PROFILE - FINANCIAL PLANNERS

Terry Panigiris - B Bus Dip FP

Principal

Certified Financial Planner

Terry has been involved in Financial Services for more than 27 years, having entered the industry in 1982 as a Business Graduate. Terry holds a Bachelor of Business degree as well as the Diploma of Financial Planning. Terry has attained the highest designation in the Financial Planning industry with the professional status of Certified Financial Planner (CFP).

Terry’s focus is to develop a partnership relationship with his clients, working with them to achieve their financial goals through a holistic planning approach.


TEAM PROFILE - SUPPORT

Kate Blows - Dip Fin Services

Client Services Manager

Kate has been working at CFP since 2001, having recently returned from a year’s leave to pursue travelling. She has studied to attain her Diploma in Financial Services – Financial Planning along with other industry credentials.
Prior to CFP, Kate trained branch staff in sales and service at the Commonwealth Bank.

Kate’s experience in client service and management ensures that clients have an ongoing source of contact throughout the preparation of their financial strategies, and into the implementation and review stages for the life of their financial plans.


Angie Panigiris - B.Com. Dip Fin Services

Associate - Client Services

Angie Panigiris has been in the financial services industry since 2006. She has completed her Bachelor of Commerce degree majoring in Accounting at University of Sydney and has completed her Diploma of Financial Planning. Currently, Angie is working towards the highest designation in the industry – Certified Financial Planner (CFP).

Angie started her career working for Westpac Financial Planning and has since contributed her skills and acquired knowledge towards effective strategies and client support. As a member of the CFP team, Angie’s focus is to develop relationships with clients, working with them to achieve their financial goals and objectives.


Samantha Mikhail - Dip of Fin Services

Administration

Samantha completed her Diploma of Financial Services in 2008 and is new to the financial planning industry. Samantha is currently working at CFP in Office Administration. She has worked in many different roles from sales, reception to administration/accounts and has enjoyed each one immensely. Working at CFP enables Samantha to utilise and further develop her skills and knowledge in the financial planning sector.


 
Corias Financial Planning is one of Sydney’s leading boutique financial planning groups.
We understand that challenges and opportunities present themselves at all stages of life. Through an innovative and strategic approach, we ensure your plan is as individual as you are.
At Corias Financial Planning, we are big enough to deliver the solutions you need, yet small enough to provide the attention you deserve."
CFP Team
Disclaimer - Any recommendation or statement of opinion on the Corias Financial Planning website is general in nature and does not take account of your particular objectives, financial situation or needs. Before you act on any recommendation or opinion, you should consider its appropriateness to your personal situation. Where the recommendation or opinion relates to a particular product, you should consider the PDS before making a decision about the product.