Tony has given me advice in areas including wealth building and Self managed super. Tony keeps his finger on the pulse and is extremely quick in identifying financial opportunities and threats where action is required. Tony's expertise and advice are exemplary and he is highly adept at building bespoke financial solutions for the individual
Tony is open to discussing my SMSF including purchase suggestions and managing the portfolio performance. Tony is always interested in my ideas on implementing technical approaches to managing the securities and combined with his suggestions and ideas, the performance has improved over time.
I was refered to Tony through a friend, and I'm glad I was! He is very friendly yet professional, and is able to give advice and explain things in a way that was easy to understand and not overwhelming. He listens to what I want, learned about my situation and made a tailored plan for me. However, Tony doesn't stop there. He follows up regularly, letting you know how all the investments are going and what new opportunities there are as soon as they present themselves. I always receive Tony's full care and attention with all questions that I have. I can call, email and text him and he responds straight away. Investing with Tony is worry free because his friendy approach, teamed with his experience and ability to make investing understandable puts you at ease. I would highly reccomend Tony to anyone I know looking for financial advice.
Tony has been absolutely fabulous for me and apart from being a wonderful Advisor he seems to really care about my situation personally and I feel I can ask him anything and he is always happy to help.
Tony has been fabulous to deal with. Total transparency and most helpful always.
Morgans Financial Ltd279 Bay Street
Brighton, VIC 3186
- Adviser status Gold
- Number of reviews 9
- First year providing advice 2013
- Years of experience 10
- Graduate Certificate in Management
Morgans Financial Ltd