Tony Kench

Principal Edge Financial Services

Gold
9 Yrs Experience
Double Bay, NSW 2028

A qualified actuary by training, Tony spent 23 years in a distinguished career with Commonwealth Bank. This included establishing the Commonwealths Equity Capital Markets business from scratch and being responsible for the debt/ equity hybrid business, leading capital raisings of in excess of $12bn and managing significant propriety investment portfolios.

In 2012 I made the decision to move into a role where I can get a lot more personal satisfaction through more closely working with and helping individuals In my role I assist individuals and families to make informed financial decisions to help them to achieve their financial and lifestyle goals. Clients appreciate that my advice is tailored to their individual needs. I often use my actuarial training to help provide deeper insights  for clients - helping them quantify the chances of meeting goals and using that analysis to tailor their investment portfolios.

I start with each client having a no cost / no obligation introductory meeting. This meeting lets me gain an understanding of their values, goals and current circumstances. I give them an idea of where I can add value for them and quote the appropriate fee.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

I have an obligation free initial consultation. Post this meeting I will outline areas I can add value for you and propose a fee commensurate with the complexity of advice required/ time involved, Similarly ongoing fees depend on amount of work that will be involved, number reviews and the like

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 35
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Principal Edge Financial Services

Pallas House, Level 3.4, 30-36 Bay St
Double Bay, NSW 2028

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Principal Edge Financial Services

AFSL 225029