"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.
Services and specialities
- Fixed Interest and Cash Management
- Margin Lending and Gearing Strategies
- Portfolio Administration
- Wealth Management
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.
Industry Education & Experience
- Diploma of Financial Planning, Tribeca, 2005
- TASA and the TPB Code of Professional Conduct, KAPLAN, 2016
I am employed by Newcastle Financial Pty Ltd which operates the business of Morgans Financial Limited - Newcastle. My employer remunerates me as your adviser by way of salary and percentage of fees.
- Financial Planning
- Managed Investments
- Margin Lending