Tony Borg
Financial Adviser
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About
Tony Borg is an ASIC-registered financial adviser based in Manly, NSW, dedicated to helping individuals and families achieve their financial goals. With a career spanning over two decades, Tony combines extensive knowledge with a client-focused approach to deliver tailored financial solutions. Tony's qualifications include a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2002, a Professional Diploma in Stockbroking from DeakinPrime (2016), and a Graduate Diploma of Financial Planning from Kaplan (2020). He continually updates his knowledge, completing courses such as Ethics and Professionalism in Financial Advice and Economic & Legal Context for Financial Planning through Kaplan Professional. Tony is also an accredited SMSF Specialist Advisor (SSA) and a member of the Financial Advice Association of Australia (FAAA). As an authorized financial adviser, Tony can provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He assists clients in building and protecting their wealth through strategic financial planning. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Whether you are planning for retirement, seeking to grow your investments, or need assistance with superannuation, Tony can help. Contact Tony today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Tony Borg offer?
Tony Borg specializes in superannuation advice, retirement planning, wealth management, and insurance solutions. He can also provide advice on investment strategies and securities.
What are Tony Borg's qualifications and professional memberships?
Tony holds a Diploma of Financial Planning, a Professional Diploma in Stockbroking, and a Graduate Diploma of Financial Planning. He is a member of the Financial Advice Association of Australia (FAAA) and an accredited SMSF Specialist Advisor (SSA).
How does Tony Borg approach financial planning?
Tony Borg takes a client-focused approach, tailoring financial solutions to meet individual needs and goals. He focuses on building long-term relationships and providing ongoing support.
What should I expect during my first meeting with Tony Borg?
During your first meeting, Tony will discuss your financial situation, goals, and concerns. He will then develop a personalized financial plan to help you achieve your objectives.
Can Tony Borg help me with my superannuation?
Yes, Tony is an expert in superannuation advice and can assist you with optimizing your superannuation strategy for retirement.
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