We have years of experience helping clients prepare for the unknown while meeting their financial goals.
Strategic Financial Planning
Tax Effective Strategies
Super & SMSF Advice
We work with individuals and businesses seeking a highly engaged problem solver for a Adviser with strategy leading the decision making process on wealth accumulation, management, maintenance, protection and succession.
If you are seeking cookie cutter product advice, please keep seeking.
"It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so" Mark Twain
Every successful financial advice relationship is one where honestly and transparency are a given, every successful financial plan starts with common sense, good logic and an open mind.
Longer term, the role we seek to play is simple, act as the Trusted Adviser to you and your next generation.
CERTIFIED FINANCIAL PLANNER®
He acts as Trusted Adviser to SME owners, executives, professionals and their families as they seek to secure, maintain and protect their financial interests.
He excels at complex problem solving when it comes to financial situations and enjoys working closely with his clients accountants, lawyers, brokers and bankers to ensure solutions serve the best interests of his time poor clients and their families.
Experience & Background
Tony has nearly a decade worth strategic financial advisory and consulting experience gained as a Partner / Principal Financial Consultant in a local boutique private wealth firm, Senior Manager & Private Wealth Adviser in the Equities / Private Wealth division of a Global Investment Bank and as Adviser within a national Financial Services division of one of the mid tier International Accounting & Audit firms.
Qualifications & Certifications
CERTIFIED FINANCIAL PLANNER® of the Financial Planning Association
SMSF Specialist Adviser™ accredited by SMSF Association
Tax (Financial) Adviser registered with Tax Practitioners Board
Bachelor of Business (Economics & Management)
Advanced Diploma Financial Planning
Diploma of Financial Planning
ASX Listed Security accredited
Gearing / Margin Lending certified
Antony Black t/as TB Private Advice are Authorised Representatives of Synchron, AFS Licence No. 243313.
The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own professional advice before making any decision in relation to your particular requirements or circumstances.