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Tony Milford
FFin MeSAFAA ADA2
Branch Manager Investment Adviser / Stockbroker
I consider your needs as a whole and aim to provide insightful and comprehensive advice across all areas of wealth management, with a particular emphasis on direct investment portfolios.
Tony has over 30 years experience of advising in the construction and development of direct investment portfolios. He is a principal of Morgans Sydney Pty Limited which manages the office of Morgans Financial Limited at Grosvenor Place, Sydney.
Investment Style
Tony specialises in the building and maintenance of porfolios with an emphasis on direct investments in shares, property trusts and interest rate securities specifically tailored to the client's personal financial needs. He has a particular interest in tax-effective investment strategies, in particular the establishment and operation of Self-Managed Superannuation Funds.
Services and Specialties
Retirement and Estate Planning
Superannuation Advice
Portfolio Administration
Options and Warrants
Fixed Interest and Cash Management
Self-Managed Super Funds
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Fellow of the Financial Services Institute of Australasia
Competencies
ASIC Financial Advisers Register
Derivatives Level 1
Managed Investments
Direct International Equities Trading Adviser
Generic
Derivatives Level 2
Derivatives Level 3
Securities
Margin Lending
Tax (financial) Adviser
Superannuation
Financial Planning
FASEA Financial Adviser Exam
I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Sydney Pty Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
