Associate Director / Executive Planner
Tony has worked in Modoras since 2001, giving him in-depth knowledge of each of Modoras’ practices and capabilities. His experience extends far deeper however, having worked in many areas of Modoras on a part time basis since first commencing industry studies in 1996.
With a depth of experience, Tony is passionate about the potential he can achieve for clients and the value of the relationships he has developed. Tony’s personal philosophy is to be wholly committed to every client, regardless of their financial position, and to establish lasting relationships based on strong rapport and an understanding of the client’s personal financial ‘appetite’. Fully understanding each client is imperative, not only in terms of their financial goals, but who they are, where they’ve come from and what they believe in.
“A deep understanding of each client allows me to tailor meaningful, achievable goals and strategies knowing they will be happy not only with the journey … but the ultimate destination.” Tony takes great pride in the transparency of the Modoras methodology and focus on client education.
With a deep understanding of the opportunities available, clients are well-positioned to make informed financial decisions every step of the way. This approach ensures that every client is educated about how strategies are selected and more importantly, why they are recommended. This means clients are closely tied to the process and fully understand the value of what is being put forward.
Tony believes the time invested in this process is invaluable in providing clients with an immense level of comfort and ensures that every decision is a joint one made in an open, trusting environment.
The respect Tony has earned from clients is apparent from the depth and experience of his client base which includes international equities traders to senior executives from the financial services sector itself. These clients identify with Tony as a consummate professional whose commitment and genuine concern have positioned him at the forefront of the industry.
Tony’s experience, combined with an ability to meticulously research market options, ensures only the most appropriate options are recommended to clients and he can discuss investment philosophies ‘hand on heart’ knowing they are made with the utmost care and responsibility.
Make an appointment with Tony in our Brisbane, Gold Coast, Sydney and Melbourne offices today, to discover how our financial planning and accounting team can make THE difference to your financial future.