Tony Catt


With nearly 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 11 years ago, 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. With a formal accreditation as a Family Business Advisor, Tony is ideally skilled to help families in these areas. As a specialist Self Managed Super Fund advisor, this allows Tony 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 qualifications include:

Bachelor of Commerce (Adelaide University) 
Graduate Diploma in Applied Finance (Kaplan)
Graduate Diploma in Financial Planning (Kaplan)
Accredited Family Business Adviser (FBA)
Member of FINSIA
Member of Family Business Australia 

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When you give up work many things change. The opportunity to reduce tax is greater, but usually some re-structuring of your portfolio is required.

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Ensuring your asset ownership structure is optimal and that you have suitable insurance in place is central to effective asset protection.

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