Tony’s mission statement
“I have two main goals: The first is to build wealth for my clients whether they are Individuals or Corporates, thereby assisting them in improving their quality of life. The second is to develop the most professional financial planning firm in Australia.”
Qualifications & experience
Tony first entered the Financial Services Industry in 1976 when he joined a local bank and progressed to become a lending officer handling the finance for large clubs in Northern NSW.
He became a Financial Planner in 1984 acting as an area manager for Australian Fixed Trusts. In 1987, Tony founded Benwest Investment Services Pty Ltd which obtained its Dealers Licence in April 1988.
Tony completed the Diploma of Financial Planning through Deacon University in 1990 and obtained CFP® status with the Financial Planning Association in 2001. He has also completed a Certificate IV in Financial Services (Finance/Mortgage Broking), the Australian Venture Capital Association foundation course and the Diploma of Financial Planning (SMSF) in 2016.
Tony is a Registered Tax (Financial) Adviser, a member of the SMSF Association, the Finance Brokers Association of Australia (FBAA) and the Association of Independently Owned Financial Professionals (AIOFP).
Tony can advise on the following: