Tony commenced his finance career as a client relationship manager employed by several overseas banks looking after high net worth individuals and families to provide tailored advice on a range of financial products and services, before migrating to Australia in 2012. His interest and experience in finance led him to be employed by Commonwealth Bank of Australia. During his tenure of over 12 years at CBA, he held several roles in retail banking, financial planning and more recently as an Associate Adviser with Commonwealth Private, serving clients in the greater Perth area. He specialises in providing expert advice on investment portfolios across asset classes including equities, fixed income, alternative investments and structured products.
Tony’s strong academic foundation, including a Master’s degree in business management and a Post Graduate diploma in financial planning, enhances his expertise in the financial services industry, making him a trusted Investment adviser for those seeking to grow, protect and transfer their wealth to the next generation.
