He is a Chartered Financial Planner, a Certified Financial Planner and a Fellow of the Personal Finance Society. Tony has served on the Leadership Team since 2006 and also serves on the Board. He currently holds the position of Business Oversight director, focusing on ensuring good conduct and practice with regards to the financial and risk controls across our financial planning teams and on our Investment Committee.
Tony most enjoys helping clients and their families achieve peace of mind by explaining what can seem like complex issues in a simple way, and helping them to understand how close they are to achieving their goals.
In his spare time, Tony enjoys spending time with his wife Nicole and children Ethan and Olivia. Tony also runs and plays squash regularly and escapes to the mountains whenever he can to pursue his passion for skiing and hiking.