Tony Kench

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.