Tony Sarai

Modoras

Gold
19 Yrs Experience
Upper Mount Gravatt, QLD 4122
Tony has worked in Modoras since 2001, giving him in-depth knowledge of each of Modoras’ practices and capabilities. His experience extends far deeper however, having worked in many areas of Modoras on a part time basis since first commencing industry studies in 1996. With a depth of experience, Tony is passionate about the potential he can achieve for clients and the value of the relationships he has developed. Tony’s personal philosophy is to be wholly committed to every client, regardless of their financial position, and to establish lasting relationships based on strong rapport and an understanding of the client’s personal financial ‘appetite’. Fully understanding each client is imperative, not only in terms of their financial goals, but who they are, where they’ve come from and what they believe in. “A deep understanding of each client allows me to tailor meaningful, achievable goals and strategies knowing they will be happy not only with the journey … but the ultimate destination.” Tony takes great pride in the transparency of the Modoras methodology and focus on client education.  With a deep understanding of the opportunities available, clients are well positioned to make informed financial decisions every step of the way.  This approach ensures that every client is educated about how strategies are selected and more importantly, why they are recommended.  This means clients are closely tied to the process and fully understand the value of what is being put forward. Tony believes the time invested in this process is invaluable in providing clients with an immense level of comfort and ensures that every decision is a joint one made in an open, trusting environment. The respect Tony has earned from clients is apparent from the depth and experience of his client base which includes international equities traders to senior executives from the financial services sector itself. These clients identify with Tony as a consummate professional whose commitment and genuine concern have positioned him at the forefront of the industry. Tony’s experience, combined with an ability to meticulously research market options, ensures only the most appropriate options are recommended to clients and he can discuss investment philosophies ‘hand on heart’ knowing they are made with the utmost care and responsibility.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • 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 4.85
  • Number of reviews 6
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Modoras

Level 3, 50-56 Sanders St
Upper Mount Gravatt, QLD 4122

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Modoras

AFSL 233209

4.85
6 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
4.80
Customer care
4.85
Likely to recommend
Showing reviews 1—6 of 6

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5.00

"'Over the past 10 years Tony has given my wife and I advice on many aspects relating to building and protecting our wealth, including estate planning, margin lending, manged investments, superannuation and life insurance. Tony is particularly strong at explaining financial concepts in a concise but readily understandable fashion. Through Tony's knowledge and experience, we feel very confident that the advice given has been appropriate, and significantly improved our financial position. We always receive Tony's full care and attention whenever we need it, whether at one of our regular reviews, or responding to ad-hoc queries.'"

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

"Tony has given us advice on many topics including our managed funds and investments, his advice has always been precise and explained in a way that it was easy for us to understand. He has always made time to see us even outside of our normal review visits and we always received his full care and attention. Frank & Shirley 4160"

  • Government Assistance
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have been getting advise from Tony (and Peter) for many years on investments and self managed super funds which I believe has put me in a much better financial position prior to retirement than if I had not sort their advice. Tony sets out and explains issues very clearly at our meetings which I believe is essential for a financial adviser. The investment industry in Australia is suffering from a lot of bad press at present but I certainly do not have any concerns."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tony has given us advice in various areas including superannuation, shares and investments and retirement and pensions. He explained things in a way that was clear and understandable. We feel confident that the advice given was right for our needs. We always received Tony's full care and attention when we needed it."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Having been a client of Modoras since its inception I have had full confidence in the advice and care I have received for over 25 years. Both Tony and Peter are exceptional."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have been very pleased to communicate with Tony about my investments and managing my super funds to enable me to control my life spending and enjoy activities and travel as I grow older. Tony does appreciate and know my family situation."

  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce and Bachelor of International Business

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2004

Graduate of the Australian Institute of Company Directors

Level
0 - Training / Exam / Other
Institution
Australian Institute of Company Directors (AICD)
Completed
2012

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Certificate IV in Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2004

Professional Memberships

Australian Institute of Company Directors (AICD)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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