Tony Peel
Financial Planner
Morgan's Canberra's Financial Planning Team believes in a holistic approach. With your goals in mind, we guide you through long-term wealth creation, retirement planning, risk management and estate planning.
Tony is a member of the Morgans Canberra Financial Planning Team. Tony has been employed in the Financial Planning industry since 2000 and has been with Morgans Canberra since 2022.
Investment Style
Tony is part of a team of advisers and is passionate about helping clients achieve their financial goals and objectives. Tony provides holistic advice in the areas of superannuation, retirement planning, Centerlink entitlements and personal & business life insurance (life, TPD, trauma, income protection, business expenses).
Services and Specialties
Financial Planning
Retirement and Estate Planning
Personal Insurance
Superannuation Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Diploma in Life Insurance
Diploma in Financial Services (Financial Planning)
FPC002B Ethics and Professionalism in Financial Advice
Advanced Diploma of Financial Services (Financial Planning)
Graduate Diploma of Financial Planning
Associations
No items found.
Competencies
Superannuation
Life Insurance
Managed Investments
Financial Planning
Generic
I am employed by Morgans Canberra Partnership which operates the business of Morgans Financial Limited - Canberra. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
