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Tony Beard

Tony Beard

Authorised representative number: 001257401

Senior Financial Planner

To help clients plan and achieve their goals with advice that will stand the test of time. To always act with honesty and integrity and to act in your best interest.
Highly knowledgeable and experienced financial adviser and SMSF Specialist Advisor™, with extensive expertise in relation to the Australian and global securities and financial markets. Comprehensive experience in working with a diverse range of clients providing financial advice with respect to equities and wealth management, including retirement and estate planning, superannuation, SMSF's and portfolio management.

Investment Style

Tony works closely with clients to develop robust, disciplined and flexible wealth strategies which incorporate structuring, tax considerations, superannuation, retirement planning and estate planning. His ability to draw on years of experience combined with the disciplines of financial planning and portfolio mangement, ensures the result is a complete wealth management outcome.

Services and Specialties

Superannuation Advice
Self-Managed Super Funds
Retirement and Estate Planning
Financial Planning
Wealth Management

Qualifications and Professional Affiliations

Ethics and Professional Relationships
Advanced Diploma of Financial Planning


SMSF Association


Life Insurance
Managed Investments
Margin Lending
Financial Planning
I am employed by Northside Wealth Pty Ltd which operates the business of Morgans Financial Limited - Chatswood. My employer remunerates me by way of salary and percentage of fees.