With over 25 years in Financial Services I remain passionate about helping people achieve their long term financial goals. Being a Financial Planner for me is about creating relationships of trust where I can support the important decisions my clients make over their financial life.
I can not fault the dedication Tony and his team have provided my wife and I as we approach retirement. His advice to me for over 20 years ash been honest and extremely valuable. Thanks always Jeff.
Tony always explains how he will invest my money, that meets all my needs, in plain clear English that is easy for me to understand.
He is always punctual and always returns my calls when required.
I would have no hesitation in recommending Tony and his Company to anyone looking for Financial Services.
We were referred to Tony from our sister who has been with Tony for many years. We found Tony very approachable and friendly with a very professional manner. He is very easy to understand and explained all details in terms we could understand . He most certainly put us at ease with our future retirement requirements. Nothing is ever too difficult for Tony and he is only a phone call away to chat too. He is extremely punctual and reliable with appointments in office and on the phone. We have been travelling around OZ for the last year and he is easily contacted for any reviews or requests we have. We would not hesitate to recommend Tony to anyone seeking financial advice, that comes with a friendly smile and wonderful laugh to put you at ease. His service really is exceptional!
Tony is thorough, non judgemental and professional on all levels. His suggestions have helped my husband and I plan for a financially secure future and we are very thankful for Tony's honesty, knowledge and sound advice.
I’m a long time customer who has had great advice over the years. Happy to recommend the company to anybody.
- Adviser status Platinum
- Number of reviews 21
- First year providing advice 1997
- Years of experience 26
- Bachelor of Economics
Lake Macquarie Financial PlanningUnit 17, 363 Hillsborough Rd
Warners Bay, NSW 2282
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Charter Financial Planning