Tony Bennett Auth Rep 265430
Tony’s mission statement
Tony' two main goals: The first is to build wealth for his clients whether they are Individuals or Corporate, thereby assisting them in improving their quality of life. The second is to develop the most professional financial planning firm in Australia.
Qualifications of your Adviser – Authorised Representative Tony first entered the Financial Services Industry in 1976 when he joined a local bank and progressed to become a lending officer handling the finance for large clubs in northern NSW.
He became a financial planner in 1984 acting as an area manager for Australian Fixed Trusts. In 1987 Tony founded Benwest Investment Services Pty Ltd which obtained its Dealers Licence in February 1988.
Tony completed the Diploma of Financial Planning through Deacon University in 1990 and became a Certified Financial Planner (CFP) in early 2001. He has also completed the Australian Venture Capital Association foundation course.
Tony has been a member of the Financial Planning Association of Australia since 1993.
Tony can advise you on the following -
Tony’s mission statement
Tony' two main goals: The first is to build wealth for his clients whether they are Individuals or Corporate, thereby assisting them in improving their quality of life. The second is to develop the most professional financial planning firm in Australia.
Qualifications of your Adviser – Authorised Representative Tony first entered the Financial Services Industry in 1976 when he joined a local bank and progressed to become a lending officer handling the finance for large clubs in northern NSW.
He became a financial planner in 1984 acting as an area manager for Australian Fixed Trusts. In 1987 Tony founded Benwest Investment Services Pty Ltd which obtained its Dealers Licence in February 1988.
Tony completed the Diploma of Financial Planning through Deacon University in 1990 and became a Certified Financial Planner (CFP) in early 2001. He has also completed the Australian Venture Capital Association foundation course.
Tony has been a member of the Financial Planning Association of Australia since 1993.
Tony can advise you on the following -
- Financial Planning
- Wealth Creation
- Estate Planning
- Retirement Planning
- Tax Planning
- Mortgage Finance
- Insurance
- Managed Funds
- Corporate Advice
- Superannuation and Rollover
- Savings Plans
- Direct Shares
Brian Sadler Auth Rep 267475
Qualifications of your Adviser – Authorised Representative
Brian is a Certified Financial Planner, after having successfully completed the Diploma of Financial Planning in 2002, is a member of the Financial Planning Association of Australia, and was awarded Benwest’s Adviser-of-the-Year for 2004, and runner-up in 2008.
Brian entered the Financial Services Industry in 1989 after a successful career in business. On entering the industry, Brian dealt mainly with Superannuation, Investment, and Insurance products through such companies as Colonial Mutual, Tower Life, MLC, and several others. He spent a very successful two years as Customer Services Manager for a North Sydney based group, earning him the Colonial Mutual Life’s Quality Award in 1993.
Brian can advise you on the following -
Qualifications of your Adviser – Authorised Representative
Brian is a Certified Financial Planner, after having successfully completed the Diploma of Financial Planning in 2002, is a member of the Financial Planning Association of Australia, and was awarded Benwest’s Adviser-of-the-Year for 2004, and runner-up in 2008.
Brian entered the Financial Services Industry in 1989 after a successful career in business. On entering the industry, Brian dealt mainly with Superannuation, Investment, and Insurance products through such companies as Colonial Mutual, Tower Life, MLC, and several others. He spent a very successful two years as Customer Services Manager for a North Sydney based group, earning him the Colonial Mutual Life’s Quality Award in 1993.
Brian can advise you on the following -
- Financial Planning
- Wealth Creation
- Estate Planning
- Retirement Planning
- Tax Planning
- Mortgage Finance
- Insurance
- Managed Funds
- Superannuation and Rollover
- Savings Plans
- Direct Shares