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Tony Miller

Tony Miller

Authorised representative number: 000301843

Private Client Adviser

I work together with clients in assisting them in achieving their financial goals and security.
Prior to joining Morgans, Newcastle Tony had 17 years in the banking and finance industry with experience in lending and both short-term and fixed interest investments. Since joining Morgans Newcastle in 2005, Tony has specialised in listed shares, equities, property trusts, listed notes and managed funds.

Investment Style

Tony seeks to assist clients by tailoring portfolios and self managed super investments to achieve their short and long-term financial goals. Tony can provide advice to achieve capital appreciation and/or income growth through direct shares, listed property trusts and managed funds investments.

Services and Specialties

Margin Lending and Gearing Strategies
Stockbroking
Fixed Interest and Cash Management
Wealth Management
Portfolio Administration

Qualifications and Professional Affiliations

Margin Lending Accreditation Program
Diploma of Finanacial Planning

Associations

No items found.

Competencies

Financial Planning
Generic
Securities
Margin Lending
Managed Investments
I am employed by Cranium Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me by way of percentage of fees.