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