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Tony Beard
AFP® SSA™
Senior Financial Planner
To help clients plan and achieve their goals with advice that will stand the test of time. To always act with honesty and integrity and to act in your best interest.
Highly knowledgeable and experienced financial adviser and SMSF Specialist Advisor™, with extensive expertise in relation to the Australian and global securities and financial markets. Comprehensive experience in working with a diverse range of clients providing financial advice with respect to equities and wealth management, including retirement and estate planning, superannuation, SMSF's and portfolio management.
Investment Style
Tony works closely with clients to develop robust, disciplined and flexible wealth strategies which incorporate structuring, tax considerations, superannuation, retirement planning and estate planning. His ability to draw on years of experience combined with the disciplines of financial planning and portfolio mangement, ensures the result is a complete wealth management outcome.
Services and Specialties
Superannuation Advice
Self-Managed Super Funds
Retirement and Estate Planning
Stockbroking
Financial Planning
Wealth Management
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Advanced Diploma of Financial Planning
Associations
SMSF Association
Competencies
Tax (financial) Adviser
Superannuation
Life Insurance
ASIC Financial Advisers Register
FASEA Financial Adviser Exam
Managed Investments
Generic
Margin Lending
Financial Planning
Securities
Direct International Equities Trading Adviser
I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me by way of salary and percentage of fees.
