Tony Beard

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AFP® SSA™

Authorised Representative: 001257401

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.

Services and specialities

  • Financial Planning
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Stockbroking
  • Superannuation Advice
  • Wealth 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.

Industry Education & Experience

Qualifications
  • Advanced Diploma of Financial Planning, Monarch Institute, 2017
  • Tax (Financial) Adviser, TPB, 2017
  • Ethics and Professional Relationships, QUT, 2020
Professional Associations
  • SMSF Association
  • Tax (Financial) Adviser
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me as your adviser by way of salary and percentage of fees.