Tony Orchard

Orchard Financial Advice

Gold
12 Yrs Experience
East Ipswich, QLD 4305

Orchard Financial Advice was created after I resigned from NAB Business Banking in 2019. I act as the Practise Principal and we hold a Corporate Authorised Representative license under My Super Future.

We are building a local business utilising technology that allows us to service our clients anywhere in Australia. We prefer face to face, however also offer appointments via Microsoft Teams or Zoom.

I have many years of experience in providing advice to self-employed and PAYG clients. As the Practise Principal, I have specialised insurance, investment and pre-retirement strategy experience and we are licenced to provide advice in the following areas:

  • Asset, Income and Revenue Protection strategies
  • Investment, Superannuation & Retirement Planning
  • Aged Pension, Aged Care and Disability services

I live with my blended family of seven in Ipswich and am a member of the Ipswich City Rotary club and Ipswich RSL Sub Branch. Our children attended the local Grammar schools and my wife owns a small business in Ipswich known as Cute-to-boot.com.au

I have been employed in the Finance Industry since 2004 and obtained my Financial Planning licence in 2010. Prior to this, I was employed in the mortgage brokering industry and the Royal Australian Army.

From 1999 to 2013, I studied part time for by Bachelor of Business from QUT, an Advance Diploma of Financial Planning and a Diploma of Financial Services. I am also a Qualified Justice of the Peace and a member of the Financial Planning Association of Australia.

I continue to ensure my experience remains up to date with my ongoing studies of a Masters of Financial Planning and an ongoing Continuous Professional Development plan.

We hope to hear from you soon.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice

My fees

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

Our fees will depend upon the complexity, number of actions and research requirements in order to act in the best interest of our clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 5
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Business (Management)
  • Language spoken
    • English

Orchard Financial Advice

90 Chermside Rd
East Ipswich, QLD 4305

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

My Super Future Pty Ltd

AFSL 411440