Tony has worked as a financial planner since 2012 and is dedicated to helping individuals secure their financial future.
He specialises in retirement planning, superannuation, investment strategies, wealth protection, and Centrelink matters, using a client-centric approach to navigate complex legislation and provide tailored solutions that optimise investments and safeguard wealth. Tony enjoys guiding clients toward a prosperous retirement, ensuring financial well-being and peace of mind.
He began his career at QINVEST Limited as a Financial Adviser (2012–2021), then moved to Infocus Advisory as a Senior Financial Adviser (2021–2023), and is currently a Senior Financial Adviser at K Point Wealth. His areas of expertise include strategic financial planning, investment management, superannuation, retirement planning, wealth protection, estate planning, Centrelink, and tax advice as a registered Tax Financial Adviser (TPB).
