Tony Catt


Director

 

With over two decades of experience in the finance industry, Tony has seen many changes in the markets. Tony has a background in accounting, research, stockbroking and financial planning which allows him to provide a broad range of advice to his clients on different stages of their life. Tony has significant experience in lecturing and seminars, providing help to Regional Skills Training (RST), the Australian Shareholders Association (ASA), regional TAFE and the ASX investor hours for over a decade.

After marrying into a farming family, Tony decided to provide more help to family businesses in South Australia. Succession planning, retirement planning, education of the next generation and protection of wealth are major issues that have been identified.Tony is ideally skilled to help families and as a specialist Self-Managed Super Fund adviser, Tony has the ability to transition clients into retirement with cost effective, tailored retirement solutions.

Keep it simple is our main approach and we ensure that you understand every facet of how your money is invested.


Tony's qual
ifications include:

Bachelor of Commerce (Adelaide University)
Graduate Diploma in Applied Finance (Kaplan)
Graduate Diploma in Financial Planning (Kaplan)
Fellow of FINSIA

 

View Tony Catt's profile on LinkedIn

 

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