With over two decades of experience, Antony works primarily with families navigating significant life transitions, and time-poor business owners who need their financial lives handled with the same care they bring to running their business.
Specialising in family practice, corporate and family governance, wealth protection, and intergenerational matters, Antony works to ensure money supports relationships rather than strains them. He has seen how wealth can either empower a family or quietly divide it, and his work is built around making sure it does the former.
As a fiduciary and facilitator, Antony works closely with his clients, their families, and a trusted network of professionals. His approach is holistic, aiming not just to optimise financial outcomes, but importantly, to preserve harmony within the family unit.
Antony’s journey in finance encompasses banks, wealth management, and financial services organisations, including Schroders Australasia, State Super Financial Services, Switzer Financial Group and Lorica Partners. Antony is a CFP® Certified Financial Planner and holds a Master of Commerce (Financial Planning) from Western Sydney University and a Bachelor of Business (Finance, Accounting and Commercial Law) from University of Technology Sydney. He has completed Core Training at the Financial Transitionist Institute and attended Nankai University in Tianjin, where he became fluent in Chinese Mandarin.
Outside of financial planning, Antony enjoys hitting the slopes, exploring foreign cultures, delving into a good book and keeping fit with swimming, tennis, gym and Pilates. But what matters most to him is cherishing time with his family.
Antony’s financial guidance transcends mere numbers. With him by your side, you can navigate life’s financial complexities knowing you and your family are in caring and capable hands.
We’re so confident about creating value for you quickly, that we guarantee it with a 100% money-back guarantee.
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