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

4.90
35 Reviews
5
4
3
2
1
4.85
Clear communication
4.95
Knowledge & expertise
4.90
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 35

Sort by

4.75

"Tony is an experienced and thoughtful advisor, well capable of considering an individual's circumstances and applying the right approach to their needs."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tony is a diligent and trusted adviser. He has helped me, my family and friends in setting Investment strategy and wealth protection."

  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Tony's knowledge and experience is second to none. He's always provided advice that I trust to be in my best interests."

  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have no additional comments."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After involving Tony, I now have an investments plan and have realised significant savings on renegotiated insurance covers."

  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Tony is a trusted partner for my families financial affairs"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tony is very professional and proactive and a real expert in his field. I have recommended him to colleagues and friends and that have been very impressed"

  • Superannuation
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Our relationship has just started but I have found Tony to be honest, knowledge and responsive."

  • Superannuation
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Tony is knowledgeable, helpful and easy to deal with. He follows up and stays across the issues. Highly recommend."

  • Superannuation
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 35

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • 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

Qualifications & Training

Fellow of the Institute of Actuaries of Australia (FIAA)

Level
0 - Training / Exam / Other
Institution
The Institute of Actuaries of Australia
Completed
2015

Taxation for Financial Advising

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
1989

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Certificate IV in Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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