Authorised Representative No. 465418
Qualifications – Diploma of Financial Planning (RG146)
A finance professional who enjoys helping people achieve their goals and making a difference, Tony has over 30 years’ experience spanning customer service, banking, lending, general insurance, wealth management and financial advice. Much of his industry knowledge and expertise lies in retail lending, general insurance, personal and business insurance, and financial planning.
Tony thrives on supporting ‘accumulators’ with understanding the importance of cashflow management, bad debt elimination, superannuation and appropriate risk management. As integral components of a comprehensive and tailored financial plan, Tony ensures his clients are well-versed and enabled to fund their ideal lifestyles and long-term retirement goals.
With his ability to simplify the financial advice process and strategies, Tony believes all clients deserve straight forward advice and outstanding service, at an affordable price.
Away from the office, Tony enjoys spending quality time with his partner and two sons, watching AFL, supporting Carlton, playing golf and keeping fit.