Tony has been working in the NZ financial services industry in advisory and management capacities since June 1990, beginning as a tied life agent. Over the years he has been involved in agency management roles; started, grown and sold a sizeable investment and insurance brokerage business; been involved in business development work with dozens of adviser practices; heavily involved in professional development and the evolution of regulation in the industry; executive sales and marketing management with a major institution; and been a leading figure in the financial services industry. There is immense practical experience in all facets of financial services distribution and advice.

With a strong belief in personal and professional development Tony has been in relentless pursuit of more knowledge and better practices, and the sharing of that knowledge. He has been heavily involved from the beginning with regulation and industry reforrm, the formation of industry representation with government, and professional advice issues such as regulatory reform, PI cover, advice and practice standards and education pathways.

A former Chair of the Board for the professional association (Institute of Financial Advisers) he also held a number of other professional body roles such as Chair of the Professional Development Committee, Chair of the College of Insurance Advisers, and a member of the Certification Committee during 2 decades of serving the association. Tony has also been a director of several other SME businesses as well as being a currrent Fellow of Financial Advice New Zealand (the re-branded professional body).

Tony remains remarkably passionate about creating an advisory profession and remains at the forefront of "best practice" and "advice" issues in the industry. Never short of an opinion or thinking about the next steps for the industry, he is a regular speaker on topical industry issues as well as sales and marketing of professional services; a mentor and coach to adviser businesses; and; an innovative thinker who is fuelled by good food, good wine and laughter.

He is based in Auckland, New Zealand but willing to travel just about anywhere in the world.  Just about.

If you'd like some PRACTICAL help on making sure you are compliant, or getting compliant, you should get in touch. Whether that is Advice Process Audits, FAP readiness checking, ongoing Compliance Assurance Program...or help solving a challenge.