"I pride myself on delivering personalised investment strategies that target clients' needs and encapsulate their values"
Tony has over 40 years experience in wealth management, delivering investment advice on a wide range of areas, including equity trading, portfolio construction and risk management, margin lending, bonds, fixed interest and superannuation. Tony prides himself on his ability to form close and long-lasting parternships with clients.
Services and specialities
- Fixed Interest and Cash Management
- Investment Advice
- Portfolio Administration
- Stockbroking
- Wealth Management
Investment Style
With a thorough understanding of financial markets and strategic long-term planning, Tony carefully manages the invesment portfolios of a select group of private clients, sophisticated investors and family trusts. His professionalism and attention to detail ensures clients best interests are prioritised and their needs met.
Industry Education & Experience
Qualifications
- Bachelor of Arts (Economics), The University of Western Australia, 1977
- Margin Lending Accreditation Program, Deakin, 2002
- Professional Diploma in Stockbroking, Deakin, 2010
- SDIA Accreditation Program RG146, Deakin, 2002
Approved Competencies
- Generic
- Superannuation
- Securities
- Managed Investments
- Margin Lending
I am employed by Alexander Paget Pty Ltd, which has a consultancy arrangement with Reynolds Securities Pty Limited, which operates the business of Morgans Financial Limited - Reynolds Securities. My employer remunerates me as your adviser by way of salary and potential dividends.