Tony Peric
Financial Adviser
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About
Tony Peric is an ASIC-registered financial adviser based in North Sydney, NSW, dedicated to helping clients achieve their financial goals with comprehensive and personalized advice. Tony holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Australia, showcasing his commitment to ongoing professional development. He further enhanced his expertise with RG146 accreditation in Margin Lending & Geared Investments. As a member of the SMSF Association, Tony possesses specialized knowledge in self-managed super funds, enabling him to provide tailored advice in this complex area. Tony is authorized to provide advice on a broad range of financial products, ensuring that your financial needs are met with a holistic approach. This includes superannuation, insurance, wealth management, and retirement planning. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or require expert guidance on self-managed super funds, Tony is committed to providing you with the highest quality advice. Contact Tony today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Tony Peric offer?
Tony Peric provides comprehensive financial advice, including superannuation advice, insurance, wealth management, and retirement planning.
What are Tony Peric's qualifications?
Tony holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and RG146 accreditation in Margin Lending & Geared Investments, all from Kaplan Australia.
What is Tony's approach to financial planning?
Tony takes a holistic approach, tailoring advice to your specific needs and goals. He focuses on building long-term relationships and helping you make informed decisions.
How can Tony help with my superannuation?
As a member of the SMSF Association, Tony can provide expert advice on self-managed super funds (SMSFs), including setup, compliance, and investment strategies.
What should I expect during my first meeting with Tony Peric?
During your first meeting, Tony will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a plan to help you achieve your objectives.
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