Tony has over 18 years’ experience with Ord Minnett, advising high net worth individuals, self-managed super funds (SMSFs), and family groups on investment solutions, asset allocation, and portfolio construction. His approach combines disciplined financial strategy with a strong focus on income generation, capital preservation, and long-term growth.
Tony works closely with clients to tailor portfolios aligned to their personal goals, market conditions, and regulatory environments. He brings deep knowledge of Australian equities, listed investment vehicles, and fixed interest markets.
Tony has deep expertise across a broad spectrum of financial services. His advisory capabilities include financial product advice on a range of deposit and payment products – both basic and non-basic – as well as derivatives, managed investment schemes including investor directed portfolio services (IDPS), managed discretionary account (MDA) services, securities, and superannuation in all its forms. In addition, Tony is wellversed in margin lending facilities, including standard margin lending. His diverse knowledge base enables him to deliver tailored, strategic advice to clients with complex financial needs.
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