Tony Borg

Navigate Financial Group

3.50
2 Reviews
Platinum
31 Yrs Experience
Manly, NSW 2095

Tony is an owner and Director of Navigate Financial Group. He is a senior Financial Adviser and has been providing Financial planning advice since 1991, with over 24 years experience. Tony provides innovative and responsive advice and helps to develop strategies that make a positive difference to his clients. Tony’s qualifications include an Advanced Diploma in Financial Services (Financial Planning), Tax Practitioner’s Licence, Diploma of Stockbroking and is a Certified Financial Planner® and a Self-Managed Super Fund Specialist Advisor™. He is a member of the Financial Planning Association of Australia (FPA) and the Self Managed Superannuation Professionals Association of Australia. Away from work Tony has been a Life Saver at Queenscliff Surf Life Saving Club since 2000, he enjoys surfing, paddling, Cycling and spending time with his family. Tony is also a keen supporter of the Manly Warringah Sea Eagles.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Aged Care
  • 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 Platinum
  • Rating 3.50
  • Number of reviews 2
  • First year providing advice 1991
  • Years of experience 31
  • Highest qualifications
    • Diploma of Financial Planning (1-8)
    • Professional Diploma of Stockbroking
  • Language spoken
    • English

Navigate Financial Group

Suite 4 Level 2, 2 Pittwater Road
Manly, NSW 2095

Opening hours

  • 9:00am – 5:00pm Monday – Sunday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706