Tony was born in England and emigrated with his parents in 1982 to Perth in WA. After completing high school and gaining a Business Degree from Edith Cowan University in 1987 (just after the ‘87 crash), Tony started his working life in Retail Management. In 1992, after 4 years, he moved to Sydney and commenced his career in Financial Services with National Mutual. Over the next 18 months Tony learnt a great deal about the industry and the development of Financial Planning. 

In September 1993 Tony joined the firm White Robinson and helped take it from a small insurance and superannuation business to a well-respected, Top 5 Independent Financial Adviser Practice in 2002. White Robinson continued to develop and Tony was instrumental in the business getting its own Australian Financial Services Licence in 2004. In mid 2005 Tony took over as Senior Partner and steered the firm’s clients through the Global Financial Crisis.

In 2012 White Robinson was acquired by another Financial Planning firm keen to expand and looking for quality businesses. Tony brought invaluable experience to this new company and was part of a successful management team until he resigned in late 2015. By this stage Tony had been working for well over 20 years and decided it was time to regroup and plan for the next 20 years.

After 6 months gardening leave and looking at various options and avenues, Tony established TB Wealth Solutions. With vast experience in the industry and through various market cycles, Tony has always put his client’s interests first. Tony has renewed his passion for achieving the best interests for clients, in an industry where this is often given lip service. Tony is embarking on this new venture to ensure his clients get the experience, guidance and old fashioned service they deserve, not just a number and an email address.

Tony is supported by his partner Lisa and his 2 children Ashleigh and Claire. A low handicap golfer (3), he is currently a member of Killara Golf Club and spends most of his spare time either with his family or at the golf club.

Tony's Qualifications

Bachelor of Business (Edith Cowan)
Certified Financial Planner (CFP)
Diploma of Financial Planning (DFP)

michael@plannertech.com.au