With nearly 30 years of experience in the finance industry, I have seen many changes in the markets. My expertise is educating families on their financial situations to help achieve their next stage in life, no matter what that may be.My background in accounting, research, stockbroking and financial planning which allows me to provide a broad range of advice to clients on different stages of their life. I have significant experience in lecturing and seminars, providing help to Regional Skill Training (RST), the Australian Shareholders Association (ASA), regional TAFE and the ASX investor hours for over a decade.After marrying into a farming family, I 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. I am skilled to help families and as a specialist Self-Managed Super Fund adviser, I have 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.WANT TO KNOW MORE? Feel free to reach out:✉ tony@catapultwealth.com.au 🌐www.catapultwealth.com.au
Listed skills include Retirement Planning, Smsf, Wealth Management, Wealth, and 8 others.