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.
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
Tony is an experienced and thoughtful advisor, well capable of considering an individual's circumstances and applying the right approach to their needs.
Tony is a diligent and trusted adviser. He has helped me, my family and friends in setting Investment strategy and wealth protection.
Tony's knowledge and experience is second to none. He's always provided advice that I trust to be in my best interests.
I have no additional comments.
Tony is an outstanding personal adviser that has spent a considerable amount of time considering my financial situation and implementing a number of key strategies. I have been so impressed with the quality of the advice that I have actively referred a number of my personal contacts to Tony.
- Adviser status Gold
- Number of reviews 35
- First year providing advice 2013
- Years of experience 9
- Bachelor of Economics
Principal Edge Financial ServicesPallas House, Level 3.4, 30-36 Bay St
Double Bay, NSW 2028
- 8:00am – 6:00pm Monday – Friday
Principal Edge Financial Services