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Tony Miller
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
Direct International Equities Trading Adviser
Financial Planning
Generic
Tax (financial) Adviser
Securities
ASIC Financial Advisers Register
FASEA Financial Adviser Exam
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.
