Anthony Avery
Senior Client Adviser
I pride myself on delivering personalised investment strategies that target clients' needs and encapsulate their values
Tony has over 40 years experience in wealth management, delivering investment advice on a wide range of areas, including equity trading, portfolio construction and risk management, margin lending, bonds, fixed interest and superannuation. Tony prides himself on his ability to form close and long-lasting parternships with clients.
Investment Style
With a thorough understanding of financial markets and strategic long-term planning, Tony carefully manages the invesment portfolios of a select group of private clients, sophisticated investors and family trusts. His professionalism and attention to detail ensures clients best interests are prioritised and their needs met.
Services and Specialties
Fixed Interest and Cash Management
Investment Advice
Portfolio Administration
Wealth Management
Stockbroking
Qualifications and Professional Affiliations
SDIA Accreditation Program RG146
Margin Lending Accreditation Program
Bachelor of Arts (Economics)
Professional Diploma in Stockbroking
Associations
No items found.
Competencies
Generic
Superannuation
Securities
Managed Investments
Margin Lending
I am employed by Reynolds Securities Pty Limited which operates the business of Morgans Financial Limited - Sydney Reynolds Securities. My employer remunerates me by way of percentage of fees.
I am employed by Alexander Paget Pty Ltd, which has a consultancy arrangement with Reynolds Securities Pty Limited, which operates the business of Morgans Financial Limited - Reynolds Securities. My employer remunerates me as your adviser by way of salary and potential dividends.
