Tony Milford

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

Fixed Interest and Cash Management

Options and Warrants

Portfolio Administration

Retirement and Estate Planning

Self-Managed Super Funds

Superannuation Advice

Industry Experience

Sectors Covered

Tony Milford's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Certificate course of the Securities Institute of Australia

SDIA Accreditation Program RG146

Graduate Diploma of Financial Planning

Associations

Fellow of the Financial Services Institute of Australasia

Member of Stockbrokers and Investment Advisers Association (MeSIAA)

Competencies

Derivatives Level 1

Derivatives Level 2

Financial Planning

Generic

Managed Investments

Margin Lending

Securities

Superannuation

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.