Following the completion of a Science degree majoring in Applied Math and Statistics at Monash University, Tony entered the financial services industry in 1992 as part of a business traineeship with Financial Index. He has operated as a fully licensed Financial Adviser since 1999, and has headed various national committees including the Financial Planning Association (FPA) Education Task Force and Chairman of DFP 3 and 7 (Fundamental and Advanced Investment Planning).

After gaining his initial Financial Planning qualifications, Tony went on to complete a Masters in Business Administration (MBA). He also served as a senior lecturer for The Securities Institute and FPA.

As Financial Index Wealth Accountants Chief Operations Officer and Company Director, Tony plays an integral role in implementing FIWA’s growth strategy. Subject to the immediate direction of the CEO, his responsibilities include:

• The general management of FIWA’s operations affairs in accordance with all Business Plans developed or approved by the Board.
• Liaising with and directing staff to achieve the established business and operational goals.
• Executing the responsibilities of a Company Director according to lawful and ethical standards set by the Findex Group Board.

Tony places a high importance on building and maintaining enduring relationships with his staff and clients. He believes that a consistent, value added service is essential to this process.