TESTIMONIALS

Killara Wealth 5 Stars on Advisor Ratings

100% POSITIVE | 5 STAR AVERAGE on AdviserRatings.com.au

Andrew - 45-50 Years Old

"I am a partner in a legal practice that was undergoing a restructure. I engaged Tony to help me understand what this meant for my cash-flow, tax position as well as the implications for my family trust and superannuation. At the same time, my partner and I were starting a family and we wanted to make sure insurance was in place to protect our future and that of our child. Tony took the time..."

Jocelyn 65+ Years Old

"Tony has given me advice in areas including retirement and superannuation. Tony was able to explain things in a clear manner that made decision making easier. Through Tony's knowledge and experience I felt confident that the advice given was right for my needs. Tony was prompt in responding to my enquiries and gave me his attention when I needed it."

Kerry 35-45 Years Old

"Tony gave me great advice on insurance products suited to my circumstances, as well as assisting me to get the most out of my super contributions. 10/10, would recommend."

George & Margaret 65+ Years Old

"My wife and I met Tony in 2014 while seeking financial advice related to our non-government and government supers, as part of long-term preparations for our retirements. Due to Tony’s excellent professional advice (which, being professionals, we highly appreciated) since then, we have followed Tony through his career path for the past six years. The spectrum of advice sought has incr..."

Karen 56-65 Years Old

"I was concerned about the decisions I needed to make retiring after 40+ years in the workforce. I found Tony to be pleasant, interested, approachable and very knowledgeable about investments, taxation, superannuation and risk. He was not "pushy" and presented the information and options to me in a concise and logical way. Option were well researched and risks explained clearly. Tony's aft.."

Trent 36-46 Years Old

"I wanted to establish some share investments for excess cash I was holding. Tony explained to me a range of options available. He was excellent at breaking down the pros and cons of different strategies, including tax considerations and market risks. I ended investing in a low-cost portfolio of managed funds that are easy to manage for me and I am very happy with the outcome. Tony was a..."

The above testimonials were provided by my clients, after the provision of financial advice, via Adviser Ratings, Australia’s leading, trustworthy and transparent financial services ratings platform.

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MY QUALIFICATIONS

Bachelor of Laws

Bachelor of Commerce (Accounting, Banking & Finance)

Master of Laws (Corporate, Commercial & Taxation)

Advanced Diploma of Financial Planning

Certificate IV Finance & Mortgage Broking

 

MY MEMBERSHIPS

FFin – Fellow of the Financial Services Institute of Australasia

AFP® – Member of Financial Planning Association of Australia

MAICD – Member of the Australian Institute of Company Directors

To arrange a complimentary 15 minute discussion on how I can help you secure and manage your financial future please, contact me.

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