Tony Evans
King's School
Tell me more about Tony Evans?
Tony Evans is a highly experienced financial professional with over 15 years of expertise in financial planning, mortgage broking, and business protection. Based in Australia, he offers comprehensive advice on cash flow planning, mortgage broking, debt management, retirement planning, personal insurance, and business protection. Tony holds an Advanced Diploma in Financial Planning and Margin Lending accreditation. He is also a member of the Financial Planning Association and the FBAA. Outside of work, Tony enjoys cooking, playing golf, and spending time with his family.
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About
I have over 15 years of experience in the financial services industry and work in most areas of financial planning, mortgage broking and specialize in business protection (Key man insurance). I enjoy using my knowledge, experience and expertise to assist my clients to achieve their financial objectives and have a strong belief in the benefits of financial planning. Specifically, I provide advice and services in: • Cash-flow planning • Mortgage broking • Debt management • Retirement Planning and superannuation • Personal Insurance • Business Protection (Key man Insurance) • Wealth Creation and investment • Gearing and margin lending advice I hold an Advanced Diploma in Financial Planning, Cert IV Finance and Mortgage Broking and a specialist Margin Lending accreditation. I am also a member of the Financial Planning Association and the FBAA Outside of work, I am married with two young children and enjoy cooking, playing golf and simply spending time with my family.
...See MoreWork Experience
Principal Financial Adviser
Principal | Financial Advisor | Mortgage Broker
Financial Services
Tony Evans's Professional Milestones
- Principal | Financial Advisor | Mortgage Broker (2015-10-01~): Provided expert financial guidance and brokering exceptional mortgage solutions, establishing client loyalty and driving business growth.
- Practice Development Manager (2014-01-01~2014-03-01): Driving successful implementation of new strategies and practices to maximize efficiency and streamline operations.
Education
Skill
Wealth Management
Banking
Financial Services
Cash Flow
Superannuation
Strategic Financial Planning
Finance
Financial Planning
Investment Strategies
Retail Banking
Budgets
Cash Flow Management
Debt Management
Estate Planning
Mortgage Lending
Loans
Life Insurance
Risk Management
Budget Setting
Accounting
Budget Monitoring
Debt Restructuring
Debt Elimination
Disability Insurance
Managed Funds
Coaching
Bank Reconciliation
General Insurance
Term Life Insurance
Cash Management
Cash Flow Reporting
Bookkeeping
Shares
Stockbroking
Forms
Credit Cards
Lines Of Credit
Home Equity Lines Of Credit
Leasing
Commercial Leasing
Practice Management
Managerial Finance
Succession Planning
Credit Risk
Commercial Banking
Tax Accounting
Commercial Insurance
Consumer Debt
Home Equity Loans
Revolving Lines Of Credit
Certification
Colleagues
Other Named Tony Evans
Frequently asked questions
We found 2 Tony Evans's email addresses
We found 1 Tony Evans's phone numbers
Tony Evans works for Cornerstone Advice
Tony Evans's role in Cornerstone Advice is Principal | Financial Advisor | Mortgage Broker
Tony Evans works in the industry of Financial Services
Tony Evans's colleagues are Brent Story,Melissa Evans
Tony Evans's latest job experience is Principal | Financial Advisor | Mortgage Broker at Cornerstone Advice
Tony Evans's latest education in King's School