Prior to joining Morgans, 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 in 2005, Tony has
specialised in listed shares, equities, property trusts,
listed notes and managed funds.
Tony is employed by Newcastle Financial Pty Ltd, which
is the entity that manages the office of Morgans
Limited at Newcastle.
Tony is renumerated by way of
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.
ASIC Approved Competencies
- Financial Planning
- Managed Investments
- Margin Lending