Tony Evans

Cornerstone Advice

Gold
17 Yrs Experience
Newstead, QLD 4006
Tony has over 15 years of experience in the financial services industry and works in most areas of financial planning, mortgage broking and specializes in business protection (Key man insurance). Tony enjoys using his knowledge, experience and expertise to assist clients to achieve their financial objectives and has a strong belief in the benefits of financial planning. Specifically, he provides advice and services in: ·        Cash-flow planning ·        Mortgage broking ·        Debt management ·        Retirement Planning and superannuation ·        Personal Insurance ·        Business Protection (Key man Insurance) ·        Wealth Creation and investment ·        Gearing and margin lending advice Tony holds an Advanced Diploma in Financial Planning, Cert IV Finance and Mortgage Broking and a specialist Margin Lending accreditation.  He is also a member of the Financial Planning Association and the FBAA Outside of work, he is married with two young children and enjoys cooking, playing golf and simply spending time with his family.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • 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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 16
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Cornerstone Advice

Gasworks Plaza, Lobby 2, Level 1, 76 Skyring Terrace
Newstead, QLD 4006

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.90
16 Reviews
5
4
3
2
1
4.90
Clear communication
4.85
Knowledge & expertise
4.90
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 16

Sort by

5.00

"“As a family and business owners, we now have peace of mind knowing we are appropriately insured and we certainly understand our insurance needs and policies better now. Tony was professional, informative, approachable, very patient and explained things clearly. I wouldn’t hesitate to recommend Tony and Cornerstone Advice to anyone seeking financial advice.” Anna, Brisbane"

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

"As a result of Tony’s advice and services, I feel confident where I am heading financially and have clear achievable goals to work towards. This leaves me time to spend with my family and enjoy the things I love doing without having to worry about finances. Tony has been upfront and honest with his feedback and advice. He has made himself available whenever I have had any questions relating to my finances. I have complete confidence in him and his team and trust that they will guide me to make the best decisions and help me meet my financial goals. I would recommend him to anyone seeking financial advice. It has been a pleasure to work with Tony."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As a result of Tony’s advice and service, I feel confident that my investments are working hard and I have a solid long term financial plan. I also think Tony will help me make better financial decisions going forward. I have found Tony to be excellent, knowledgeable , helpful and always goes the extra mile to deliver high-quality service. I wouldn’t hesitate to recommend him to anyone seeking quality financial advice."

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

"“Working with Tony from Cornerstone Advice has been a great and happy experience with rewarding results. I feel I have a solid long term plan in place as a result of Tony’s advice and expertise. The follow up and service has also been excellent. I wouldn’t hesitate to recommend Tony’s services”"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tony has given me advice in areas including superannuation, insurances and managing debt. Tony was able to explain things to me in a clear way. Through Tony's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Tony's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"As a new client I have been impressed with Tony's patience and ability to communicate the complex issues surrounding super funds and preparation for my retirement. I feel very confident that the advice given was suitable for my needs."

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

"I have always found Tony's advice to be reliable and honest. Tony assisted me with a serious complaint with my previous provider and was able to a) help me receive a compensation amount and b) rectify serious problems with my personal insurances which I wasn’t aware of. Without Tony's advice, my family would have been unknowingly exposed financially had anything happened to me. My understanding of my super and the way it is invested is also a lot better now. I recommend to everyone that they contact Cornerstone to take a look at their current super and insurance situation."

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

"Tony is always available and ready to help. We found him easy to understand and look forward to getting his advice in other financial matters in the near future. David and Linda 4506"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tony was very helpful, and found out any information I needed if he didn't already know. Would and have recommended him to family and friends."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"I learned a lot from Tony regarding the types of investments that I could invest in. I was a little sceptical of investments in general but my investment has performed well and I now feel like I'm in good hands. I’m comfortable knowing my investment is well diversified and has some insulation against share market volatility. I also really appreciated how Tony came to see me rather than the other way around as this wouldn’t have happened otherwise. I have and would continue to recommended Tony to my family and friends as I found he really took the time to explain everything multiple times to ensure I understood. Dee, Brisbane South"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 16

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
ThreeSixty
Completed
2005

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2010

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2018

Professional Memberships

Financial Brokers Association of Australia (FBAA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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