Tony has been working in the NZ financial services industry as a business adviser and in management capacities since 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 business adviser practices; heavily involved in professional business 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 business 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. You only have to follow one of the many social media channels where Tony provides valuable information and advice continually, to see for yourself. Maybe that is why he is one of the Top 250 Online Influencers in Financial Services globally.
He has been heavily involved from the beginning with regulation and industry reform, the formation of industry representation with government, and professional advice issues such as PI cover, advice and practice standards and education pathways.
The former Chair of the Board for the Institute of Financial Advisers, and an active board member for 8 years. He has also held a number of other Institute roles such as past Chair of the Professional Development Committee, past Chair of the College of Insurance Advisers, and a past member of the Certification Committee. Tony has also been a director of several other SME businesses, and is a Fellow of the Institute of Financial Advisers.
Tony is 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 conference presenter and 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 away from there just about any chance he gets.