Tony Rimac

Pt Wealth Solutions Pty Ltd

Gold
13 Yrs Experience
Macquarie Park, NSW 2113

I am a coffee lover, husband, father, small business owner, investor, accountant, financial adviser, golf hack and dog lover.

My aim is simple, I want to help my clients create, grow and protect their wealth.

Through time and commitment, I am able to develop a trusted position with my clients and their families. My aim is to provide a service that is not focused on a single transaction, but on the end outcome.

I offer a personalised holistic service, taking time to get to know each of my clients individually, so as to better understand their needs. This allows me to develop and implement strategies to improve every aspect of their financial affairs, ensuring they achieve their potential, both personally and financially.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Property Investment
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Bachelor of Business (Accounting)
  • Language spoken
    • English

Pt Wealth Solutions Pty Ltd

Building A, Suite 6, Level 2, 64 Talavera Rd
Macquarie Park, NSW 2113

Opening hours

  • 9:30am – 4:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523