Tony's qualifications
At work
Tony brings nearly two decades of experience to the bdh team, having begun his financial services career in 2006. With extensive experience in wealth management, Tony has worked within both small and larger businesses, giving him a valuable perspective on the diverse financial planning strategies that can truly transform clients’ lives. His passion for taking the time to understand each client’s goals allows him to partner with them to create strategies and ongoing guidance that help them live their best life. Whether you’re just starting your wealth creation journey, optimizing existing investments, or preparing for a fulfilling retirement, Tony has the experience to help you see your goals come to fruition.
Before joining bdh, Tony was a Senior Wealth Advisor at Bentleys NSW, an integrated accounting and wealth management firm, where he was instrumental in growing the wealth management division. He is a Certified Financial Planner, a member of the Financial Advice Association of Australia, and holds an Advanced Diploma of Financial Planning – making him well-equipped to help clients achieve financial clarity and confidence.
Outside of work, Tony is a keen sports man. Tony’s passion for cricket and football has remained strong, though he admits his skills may be sliding more into nostalgia than peak performance these days!
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Important Information about our Financial Planning Team
In the UK the term “Financial Planner” refers to professionals who meet UK regulatory and qualification standards, including FCA requirements. Our UK team members hold appropriate certifications and adhere to local regulations. For easy identification, our UK advisers will have (UK) at the end of their title.
In Australia the titles “Financial Planner” and “Financial Adviser” are legally restricted under the Corporations Act. Only ASIC-registered professionals listed on the Financial Adviser Register may use these titles when providing personal advice. Our Australian team complies fully with these requirements, and their credentials can be verified via the ASIC register.