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Tony Milford

Tony Milford

Authorised representative number: 000259129

Branch Manager Investment Adviser / Stockbroker

I consider your needs as a whole and aim to provide insightful and comprehensive advice across all areas of wealth management, with a particular emphasis on direct investment portfolios.
Tony has over 30 years experience of advising in the construction and development of direct investment portfolios. He is a principal of Morgans Sydney Pty Limited which manages the office of Morgans Financial Limited at Grosvenor Place, Sydney.

Investment Style

Tony specialises in the building and maintenance of porfolios with an emphasis on direct investments in shares, property trusts and interest rate securities specifically tailored to the client's personal financial needs. He has a particular interest in tax-effective investment strategies, in particular the establishment and operation of Self-Managed Superannuation Funds.

Services and Specialties

Retirement and Estate Planning
Superannuation Advice
Portfolio Administration
Options and Warrants
Fixed Interest and Cash Management
Self-Managed Super Funds

Qualifications and Professional Affiliations

Graduate Diploma of Financial Planning


Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Fellow of the Financial Services Institute of Australasia


Derivatives Level 1
Managed Investments
Derivatives Level 2
Margin Lending
Financial Planning
I am employed by Morgans Sydney Pty Limited which operates the business of Morgans Financial Limited - Sydney - Margaret Street. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Sydney Pty Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.