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).

  • 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

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

Get in touch with Tony

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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 Alliance Wealth website: Complaints Procedure: Financial Services Guide:

Tony Stewart - Sub Authorised Representative No. 437928

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