I am focussed on developing a team based approach to providing long term, relationship based, personalised financial advice to a diverse group of clients.
Wealth Creation Partner
With three decades of experience Tony is able to provide clients with a formidable level of expertise with credentials including an honours degree in Accounting and Law from the University of Kent (UK), a Diploma of Financial Planning through the FPA and a Diploma in Finance & Mortgage Broking Management.
As well as having his own portfolio of clients, Tony is responsible for the strategic direction and management of the Financial Services division. The team focuses on ensuring that our clients' requirements are met across all areas of wealth management and wealth protection and they also specialist in arranging both business and personal finance facilities.
Tony's career in the Financial Planning commenced in the UK in 1985. He migrated with his family from Wales to Perth in 2000 and was a founding partner of Pike Skinner Financial Services in 2001. Tony is a director of PKF Perth Financial Services and an Authorised Representative of Count Financial.
With an interest in sport and the arts, Tony is a passionate member of the Fremantle Dockers, a supporter of Cardiff City and a board member and treasurer of the Perth based theatre company The Last Great Hunt.
Recent examples of work include:
- Arranging a multi-million dollar finance facility to assist a mining services company fund their continued growth.
- Arranging an appropriate key person life insurance policy to protect the interests of the shareholders in a large family run business.
- Providing strategic and investment advice to assist a number of clients in articulating, planning and executing their retirement plans.
Qualifications and memberships:
- BA (Hons)
- Dip FP
- Dip FS (FMBM)
- Member of the FPA
- Affiliate member of CA ANZ