Tonina has been in the Financial Planning industry since 2001 with 17 years prior to this in senior customer service roles at Centerlink. With vast experience in Financial Planning, including 7 years working for Westpac as a senior Financial Planner and then on to coaching and managing Financial Planning teams, as a Practice Manager for the state of Victoria, Tonina’s success in the role is evident. This is even more evident through her recognition and awards from within the industry. Wanting to expand her skill set and client offering further, Tonina commenced her own company in Financial Planning. This business grew rapidly and led her to join with Acceptance Financial Planning and allow the ability to grow and enhance the offering to her loyal and new clients even further. Tonina's advice covers all areas of Financial Planning, but of late her main areas of expertise have been, Self Managed Super Funds, Aged Care, Retirement Planning (pre & post), Risk Insurance & Wealth Protection.
Tonina has been able to help me with my retirement planning and sift through all the noise of pensions and how to apply. She was referred to me via a friend of mine. She has a very easy way about her and how she explains finance. She has had a lot of life experience herself and certainly makes one feel very comfortable and secure.
I find that Tonina is a good listener and is a very 'turned on' person and has a good knowledge of current financial situations and their changes. I would be happy to refer friends to her.
We originally met Tonina when she was an advisor with Westpac. Both my husband and I found her very easy to communicate with (the best that we had dealt with) and have been very happy with her advice for our circumstances. I find her very trustworthy and willing to help. We lived in Melbourne when we first met Tonina and she now deals with us as we live in Tasmania either by phone, email or we visit her when possible, she is coming to Tasmania this year to see us. I do my budget for her each year so she can see what we expect to do whether holiday, or maintenance etc at home, as well as everyday expenses.
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2001
- Years of experience 21
- Advanced Diploma of Financial Planning
Viridian Advisory Pty LtdLevel 17, 120 Collins St
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Friday
Viridian Advisory Pty Ltd