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Tony Stewart
Financial Planner / Director of Wealth | Melbourne

Tony joined the Inovayt team in 2013 and is a Director of Inovayt Wealth. He has 30 years experience in the financial services industry and has held senior roles at MLC/NAB and AXA. He has vast superannuation experience and is passionate about helping clients grow their wealth as well as tailoring life insurance solutions to protect it. He is also a qualified Mortgage Broker and can assist his clients with loan solutions and cashflow planning.

His areas of expertise include:

  • pre and post retirement planning and tailoring superannuation and pension solutions,
  • developing tailored investments solutions including regular investment plans,
  • creating tax-efficient life insurance and income protection plans (inside and outside super),
  • and self-managed super funds (SMSF).

Qualifications
  • Diploma of Financial Planning
  • Graduate Diploma in Applied Finance and Investment
  • Diploma of Finance and Mortgage Broking Management
  • Certificate of Self Managed Super Funds
  • Bachelor of Business Degree

Achievements
  • Firstfolio National Silver Broker of the Year Award (2012)
  • Firstfolio National Gold Broker of the Year Award (2011)

Get in touch with Tony

Follow on  

Life Insurance advice and Financial Product advice are provided by Inovayt Wealth Pty Ltd. Inovayt Wealth is a corporate authorised representative (Number 435348) of Alliance Wealth Pty Ltd (known as Alliance Wealth) ABN 93161647007 AFSL 449221

Alliance Wealth Phone 1300 557 598 Email aw@cpal.com.au Alliance Wealth website: www.centrepointalliance.com.au Complaints Procedure: www.centrepointalliance.com.au/complaints Financial Services Guide: www.centrepointalliance.com.au/fsg

Tony Stewart - Sub Authorised Representative No. 437928

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