Antony is a Senior Investment Adviser at Morgans and has been in the financial services industry since 2014. As part of a successful team with extensive experience in Australian and international equity markets, he provides bespoke and trusted service to a diverse range of clients including superannuation funds (SMSFs), not-for-profit organisations and individual investors.
Services and specialities
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- Fixed Interest and Cash Management
- Stockbroking
- Superannuation Advice
- Self-Managed Super Funds
- Wealth Management
Investment Style
Antony specializes in delivering a holistic investment advice solution. Through working with each client to understand their goals and concerns, he develops investment strategies uniquely tailored to their specific situation. The portfolio construction process is underpinned by the active asset allocation approach supported by an acumen and research capabilities of Morgans
Industry Education & Experience
Qualifications
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- Master of Applied Finance, Monash University, 2014
- Bachelor of Commerce and Bachelor of Economics, Monash University, 2013
- Graduate Diploma of Financial Planning, Kaplan, 2023