Tony Ward
Wealth Connexion Pty Ltd
I have worked as a financial planner since 2012 and am dedicated to helping individuals secure their financial future. I specialize in retirement planning, superannuation, investment strategies, wealth protection and Centrelink matters. I am dedicated to helping clients secure their financial future. Using a client-centric approach, I enjoy navigating the complexities of legislation and offer tailored solutions to optimize investments and safeguard wealth. I enjoy guiding clients towards a prosperous retirement, ensuring financial well-being and peace of mind.
Specialities: Providing tailored financial strategies, extensive knowledge and experience with strategic planning, financial management, investment, superannuation, retirement planning, wealth protection, estate planning, Centrelink, and tax financial adviser (TPB).
Expertise
My fees
We are happy to meet with you for an initial consultation at no cost, to establish whether we may be able to assist you with your financial planning needs. We are a fee for service financial planning and financial advisors business in Brisbane that charges fees based on the services that we provide you. All client situations are unique and we will charge fees based on a range of factors including the complexity of advice and the degree of ongoing service that you require.
During your initial consultation we will be able to give you an indication of fees and charges.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 18
- First year providing advice 2012
- Years of experience 12
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Highest qualification
- Bachelor of Commerce (Finance)
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Language spoken
- English
Wealth Connexion Pty Ltd
35 Cairns StreetKangaroo Point, QLD 4169
Meeting methods
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In person
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Phone
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Video call
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523
