About Me

Tony began his career in the financial planning industry in 2000. Prior to providing advice he gained industry experience as a para-planner and compliance and investment research officer. Tony started providing personal financial planning advice to clients in 2004. Tony has experienced both the large corporate environment and small boutique financial planning firms. Tony spent over 16 years specialising in retirement planning, SMSF's and defined benefit funds including MSBS, DFRDB, CSS & PSS. Tony has a passion for helping people achieve their lifestyle objectives and building deep long-lasting relationships with clients. Tony has a diverse background with over 10 years combined experience in construction, property development, earth moving and transport. This experience provides Tony with insight and understanding regarding the diverse sets of goals and objectives articulated by his clients.

Areas of Focus

  • Cashflow management
  • Debt management
  • Estate planning
  • Investments
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Archer Private Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®