Tony is a Member of CPA Australia, an Associate of the Financial Planning Association and a Registered Company Auditor.
Tony is largely engaged in providing financial planning services to clients as the Managing Director of Pinn Deavin Securities Pty Ltd. Tony’s experience in assisting clients with developing and monitoring long term financial plans is a special interest of his. This includes helping new financial planning clients start on the wealth creation journey through to his ongoing work with clients who Tony has spent the last few decades with.
Superannuation & retirement planning is also in Tony's speciality with particular novel applications.
Tony’s undertakes extensive and ongoing research into investment and financial planning issues so that he can pro-actively advise clients. This has included a recent initiative to facilitate clients having a more flexible and responsive platform that will allow individual micro management of each portfolio and avoid the inevitable difficulties associated with large managed funds in a volatile economic climate.