Tony is a Director in our Financial Services team. Tony's three decades of experience means he is able to provide clients with a formidable level of expertise with credentials including an honours degree in Accounting and Law from the University of Kent (UK) and a Diploma of Financial Planning through the FPA.
He also holds a Diploma in Finance & Mortgage Broking Management. As well as having his own portfolio of clients and overseeing all PS Financial Services client requirements, Tony is responsible for the strategic direction and administration of the company
Tony first began his career in the financial planning sector in 1985 and 12 months after immigrating to Perth from Wales in 2000, he was a founding partner of PS Financial Services. Tony is a director of PS Financial Services and an authorised representative of Count Financial.
Areas of Expertise
- Investment Advice
- Retirement Planning
- Superannuation and Wealth Creation
- Risk Management and Insurance
- Estate Planning
- Tax Effective Strategies