About Me

Tony has worked in the Finance Industry for over 15 years. Our business is wholly owned by Lending Association, one of Australia's dominant mortgage broking businesses. We specialise in Business Succession, Comprehensive Financial Modelling, Risk Strategies and Estate Planning.

Areas of Focus

  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Godfrey Pembroke Group Pty Ltd
CERTIFIED FINANCIAL PLANNER®