Tony Lumtin
Financial Adviser
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About
Tony Lumtin is an ASIC-registered financial adviser based in Forster, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce from the University of Western Sydney and a Diploma of Financial Services (Financial Planning) from FINSIA, Tony combines academic knowledge with practical expertise. As a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA), Tony adheres to the highest ethical and professional standards. He is authorised to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management strategies. Tony's commitment to ongoing professional development is demonstrated through completion of Accountants Self Managed Superannuation Funds Package, Ethics and Professionalism in Financial Planning, and Client Engagement Skills courses at Kaplan. Tony can assist you with: • Superannuation advice to grow your retirement savings • Comprehensive insurance solutions to protect your assets and family • Wealth management strategies to maximise your financial potential • Retirement planning services to ensure a comfortable future • Investment advice across Life Insurance, Risk Insurance, Securities, and Government Debt Securities Ready to take control of your financial future? Contact Tony today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Tony Lumtin provide?
Tony Lumtin provides advice on superannuation, insurance, wealth management, and retirement planning, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Tony Lumtin hold?
Tony holds a Bachelor of Commerce from the University of Western Sydney, a Diploma of Financial Services (Financial Planning) from FINSIA, and has completed further studies in SMSFs, ethics, and client engagement at Kaplan.
What is the process for working with Tony Lumtin?
The process typically starts with an initial consultation to understand your financial goals and current situation. Tony will then develop a tailored financial plan to help you achieve your objectives, followed by regular reviews to ensure you stay on track.
What professional memberships does Tony Lumtin have?
Tony is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA).
How can retirement planning with Tony Lumtin benefit me?
Retirement planning with Tony Lumtin can help you determine how much you need to save for retirement, develop strategies to maximise your superannuation, and create a plan to generate income throughout your retirement years, ensuring financial security and peace of mind.
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