About Me

Tony’s satisfaction has always come from satisfied clients and this reflects in his ability by providing sound, quality and strategic personal advice. He enjoys developing close relationships with the clients that he looks after, in particular to assist in times of need. With his qualifications and experience, he is well equipped to deliver holistic financial planning advice and help clients achieve their financial goals and objectives, along their journey.

Areas of Focus

  • Aged care
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 30 Years
  • Licensed By
    Licensed By Adviser Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®