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Tony Raikes
CPA BAcc DipFP GradCertMgt
Private Client Adviser
I get a great deal of personal satisfaction from helping my clients achieve their financial goals and retirement plans through well thought out investment strategies.
Tony has been working in financial markets since 2008 and has been a CPA since 1988. Tony previously worked in senior finance roles in the manufacturing industry and has also run his own consulting business. Tony’s experience holds him in good stead to deliver successful wealth creation strategies for his clients.
Investment Style
Tony is committed to providing personalised strategic advice to clients to help them achieve their medium and long term financial goals. Tony believes in the preservation of capital and long term wealth creation through focusing on domestic securities and other investment products.
Services and Specialties
Superannuation Advice
Portfolio Administration
Margin Lending and Gearing Strategies
Stockbroking
Personal Insurance
Self-Managed Super Funds
Fixed Interest and Cash Management
Wealth Management
Qualifications and Professional Affiliations
Diploma of Financial Planning
Bachelor of Business (Accounting)
Certificate IV in Small Business Management NEIS Program
Graduate Certificate in Management
Ethics and Professional Relationships
Associations
Australian Society of CPAs
Australian Technical Analysts Association
Competencies
FASEA Financial Adviser Exam
Generic
ASIC Financial Advisers Register
Superannuation
Margin Lending
Financial Planning
Life Insurance
Tax (financial) Adviser
Securities
Managed Investments
Direct International Equities Trading Adviser
I am employed by Antaeus Investment Trading Pty Ltd which operates the business of Morgans Financial Limited - Brighton. My employer remunerates me by way of percentage of fees.
