About Me

Tony is the Managing Director and the Responsible Manager of Plan 2 Pty Ltd, an Australian Financial Services Licensee. He is also the Principal and Senior Advisor of Life Assets, a boutique financial advice business. He has a proactive approach to developing long term relationships, which are based on high levels of personalised service, coupled with sound professional advice and trust. He has been involved in financial advice since 1990, working primarily as a Senior Financial Advisor, but also enjoyed 4 years as a Business Development Manager, working for a global fund manager and insurance company.

Tony's contagious enthusiasm for the financial advice profession provides the clients he works with, a sense of confidence and positive direction for their financial future.

Away from the office, Tony enjoys spending time with his wife Meredith and two sons, Lochlan and Harrison. He enjoys going to the gym, running and generally keeping fit, as well as all outdoor activities including boating, fishing and swimming. He also enjoys watching and participating in a very wide range of sports, but also enjoys other cultural activities, and sharing fine food and wine with friends and family.