Anthony Richard-Preston

Killara Wealth

Gold
22 Yrs Experience
Sydney, NSW 2000

Recent reviews

Killara Wealth

Level 36 Governor Phillip Tower, 1 Farrer Pl
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 9
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Master of Laws (Corporate, Commercial and Tax)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Mfg Advice Pty Ltd

AFSL 499010

4.95
9 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"Tony is the first financial adviser I’ve had and he has been so helpful and patient. He has explained everything to me so clearly that I feel confident to trust in the plans and advice he has given me. He consistently made himself available to answer any questions I had."

  • Superannuation
  • Insurance Protection
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"'Tony has given us advice in areas including retirement, investment and estate planning. Tony was always able to explain things to us in a clear way. Through Tony's knowledge and experience, we feel confident that the advice given was right for my needs. Tony was responsive, courteous and helpful.'"

  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tony has given me advice in areas including retirement and superannuation.. Tony was able to explain things in a clear manner that made decision making easier. Through Tony's knowledge and experience I felt confident that the advice given was right for my needs. Tony was prompt in responding to my enquiries and gave me his attention when I needed it."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tony gave me great advice on insurance products suited to my circumstances, as well as assisting me to get the most out of my super contributions. 10/10, would recommend."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I met Tony in 2014 while seeking financial advice related to our non-government and government supers, as part of long-term preparations for our retirements. Due to Tony’s excellent professional advice (which, being professionals, we highly appreciated) since then, we have followed Tony through his career path for the past six years. The spectrum of advice sought has increased to also include growing assets, tax strategies, medical indemnity insurance, retirement strategies, and cashflow & incomes. In 2019 Tony led one of us through the financial aspects of going into retirement and is soon to similarly assist the other one of us. We look forward to continuing our professional relationships with Tony for years to come. George & Margaret, Canberra, Sep 2020"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am a partner in a legal practice that was undergoing a restructure. I engaged Tony to help me understand what this meant for my cash-flow, tax position as well as the implications for my family trust and superannuation. At the same time, my partner and I were starting a family and we wanted to make sure insurance was in place to protect our future and that of our child. Tony took the time to understand our required living expenses and other objectives including children’s education, home renovations and other planned expenditures. His review of our life insurance arrangements saved us several thousand dollars and his review into our superannuation ensured we were making the most of the tax benefits available. He also implemented an investment strategy for our family trust and arranged for our estate planning to be completed. I highly recommend Tony to anyone requiring financial advice. Tony’s attention to detail, client service and knowledge are all outstanding."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was concerned about the decisions I needed to make retiring after 40+ years in the workforce. I found Tony to be pleasant, interested, approachable and very knowledgeable about investments, taxation, superannuation and risk. He was not 'pushy' and presented the information and options to me in a concise and logical way. Option were well researched and risks explained clearly. Tony's after sales service was also very helpful and nothing ever seemed to be a problem to him to address. He is always prompt and courteous. Would definitely use him again and recommend him unreservedly."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I wanted to establish some share investments for excess cash I was holding. Tony explained to me a range of options available. He was excellent at breaking down the pros and cons of different strategies, including tax considerations and market risks. I ended investing in a low-cost portfolio of managed funds that are easy to manage for me and I am very happy with the outcome. Tony was always prompt in responding to my queries."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I had not looked at my insurance or superannuation for many years. Tony reviewed my whole financial situation. He updated my superannuation investments, so I was invested more appropriately for the future. He also reviewed and updated my income protection and other life insurance. He saved me several thousands of dollars on my life insurance, as well as mapping out my superannuation for retirement. I am now a lot more confident and at ease with my financial future and eventual retirement. Thanks Tony!"

  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2001

Bachelor of Commerce (Finance, Accounting and Banking)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2003

Bachelor of Laws

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2003

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2018

Master of Laws (Corporate, Commercial and Tax)

Level
9 - Masters Degree
Institution
University of New South Wales (UNSW)
Completed
2007

Professional Memberships

Financial Brokers Association of Australia (FBAA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate
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