Qualifications
- Certified Financial Planner
- Bachelor of International Business
- Bachelor of Commerce (Banking & Finance)
- Diploma of Financial Planning
- Graduate, Australian Institute of Company Directors
- Executive Program in Leadership – Stanford University (USA)
- Member, Financial Advice Association of Australia
- Associate Member, Self Managed Super Fund Association
- Barron’s Top 150 Financial Advisers List for 2025
- Barron’s Top 150 Financial Advisers List for 2024
- Finalist, Adviser of the Year 2018
- Finalist, Adviser of the Year 2017
- Excellence Awards: Multi Service Practitioner of the Year 2016
- Finalist, Independent Financial Adviser (IFA) 2016
- Shortlisted, FS Power50, Financial Standard's list of the 50 most influential financial advisers in Australia 2026
Professional Memberships / Achievements
- Associate Member, Self-Managed Super Fund Association
- Member, Financial Planning Association of Australia
- Member, Australian Institute of Company Directors
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Barron's Top 150 Adviser 2025 -
Barron's Top 150 Adviser 2024
Partner – Head of Investment Strategy, Family Office & Advice
"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."
After starting his financial career in the UK, Tony returned to Australia and joined Modoras more than 20 years ago. Since then, he has helped hundreds of businesses and individuals, providing in-depth, strategic advice, expertly connecting pieces of a client’s financial life to reveal pictures beyond expectations.
Tony is passionate about helping clients achieve their full financial potential 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.
Dedicated to constantly expanding his knowledge of the financial industry and markets, Tony complements his advice to clients with his expertise as the Head of the Modoras Investment Committee. Leading the team to craft investment portfolios that leverage expertise, deep market knowledge, and investment mastery.
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.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.
