About Me

Commenced working in the industry in 1992 with National Mutual having moved from Western Australia. Tony completed his Bachelor Of Business in 1987. In 1993 joined White Robinson as an adviser working under the National Mutual/ AXA umbrella. Completed the Diploma in Financial Planning and became a CFP in 2000 and has been committed to Professional advice since. In 2004 Tony was instrumental in White Robinson gaining their own Australian Financial Services Licence which further enhanced the ongoing relationship with my clients. I sold White Robinson in 2012 and worked for the organisation that bought the firm until Nov 2015 when I took 6 months off.
I then set up a small practise focused on pre & post retirees, SMSFs and SME clients. This has involved working with a group of Accountants and solicitors for specialist taxation and estate planning needs. I currently have 60 clients in the practice and service clients all around Australia.