tony’s Story…

With nearly three decades in the financial industry, Tony is truly an expert in his field. With an original aim of becoming an accountant, while studying at Wellington Polytechnic, he worked for the Education Department in their Finance Division, learning about internal audit, financial analysis, operations, and budgetary controls – skills he still uses today to evaluate the efficiency of companies.

In the late 80s and early 90s, Tony spent over a decade with National Mutual (later AXA) Funds Management, first in office administration and then as their Equities Dealer. There, he learnt all about funds management and the importance of asset allocation, diversification and security selection, as well as the need to research data thoroughly.

Throughout the 2000s, he joined JP Morgan as a proprietary trader, and then Macquarie Private Wealth as an investment adviser for wealthy clients, before joining Milestone in 2011. Tony now looks forward to the new venture Taimana Wealth offers.

While he’s passionate about the share markets, Tony most enjoys helping clients to make the right choices with their investment portfolios. The challenge of finding undervalued companies is always a thrill – as is sharing their story with clients and helping them understand what makes the financial markets tick. Using goal-based investing, Tony assists his clients by creating well-constructed financial portfolios and allow them to live their dreams.

Married to Sue, Tony has four children – Taylor, Kelly, Jordyn, and Luke. Work and family fill most of his time, but in his odd spare moment Tony is off at the golf course, getting involved with local football club Western Suburbs, or spending time in the garden.

Annual Summary

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Additions to the investment themes shelf