Tony Bates, Financial Adviser

Tony has been advising clients for over 30 years, having commenced his career at Ord Minnett before the 1987 sharemarket crash. Successfully navigating the inevitable ups and downs, Tony has held senior positions at many of Australia’s pre-eminent banks, stockbrokers, accountants and fund managers.

20 years ago Tony wrote the first ever financial plan as Head of Macquarie Private Banking for a client who, at age 57, had just sold his business for $57m. This client, his children and his grandchildren remain Tony’s clients to this day.

15 years ago Tony left the big institutions behind and has since continuously maintained an independent Australian Financial Services Licence. Tony has been a passionate advocate of clients’ best interests well before recent FOFA legislation. He has steered away from product sales and commissions and now leads a team of experienced advisers who share his ideals.

Tony is a member of the SMSF Association, the Responsible Investment Association and recently re-joined the Financial Planning Association on the appointment for the first time in a decade of a chairperson who is independent and not pushing the institutional barrow. Tony’s first mentor was Gwen Fletcher, the mother of financial planning in Australia, and he is determined to follow her lead in helping bring financial planning and financial education to a larger group of Australians.

Personally
Out of the office, Tony is kept busy with three teenagers. He comes from a Sydney theatre family and currently volunteers as President of Epicentre Theatre Company.