With over two decades of experience, Antony goes beyond the conventional role of a financial adviser. He specialises in family practice; planning for and guiding families through significant life transitions, while ensuring their money aligns with their aspirations and values.

Drawing from his own experience, Antony recognises the profound impact money can have on families across generations. It can either empower, or constrain and divide. His mission is to empower his clients, ensuring that their financial decisions enhance their lives and legacies.

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 roles across banks, wealth management, and financial services organisations, including Schroders Australasia, First State Super, 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 hiking, swimming, tennis, gym and pilates. But what matters most to him is cherishing time with his wife and two daughters.

Antony’s financial guidance transcends mere numbers. With him by your side, you can navigate life’s financial complexities knowing that you and your family are in caring and capable hands.

Specialist skills

  • Strategic financial modelling
  • Budgeting and cash flow management
  • Tax minimisation strategies
  • Financial Independence Retire Early (FIRE) strategies
  • Superannuation and SMSF
  • Transition to retirement strategies
  • Share investment
  • Property investment
  • Mortgage and borrowing
  • Risk assessment
  • Estate planning
  • Family practice
  • Philanthropic trusts (private ancillary funds)
  • Succession planning and transition management
  • Trusts and asset protection
  • Fluent in Chinese Mandarin

Professional qualifications

  • Master of Commerce (Financial Planning) with Distinction
  • Bachelor of Business (Finance, Accounting and Commercial Law)
  • Financial Transitionist Institute Core Training

Memberships and associations

  • CFP® Certified Financial Planner
  • Financial Advice Association Australia (FAAA)

 

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