Tony Boniello
Financial Adviser
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About
Tony Boniello is an ASIC-registered financial adviser based in Bayswater, VIC, dedicated to helping individuals and families achieve their financial goals. With a career spanning over two decades, Tony brings a wealth of knowledge and experience to every client relationship. Tony's qualifications include a Certified Financial Planner (CFP) designation from the FPA obtained in 2001, and a Diploma of Financial Planning from Deakin University, also earned in 2001. Demonstrating a commitment to ongoing professional development, Tony has also completed specialized training in margin lending and geared investments (Kaplan, 2011), SMSFs (Kaplan, 2013), and securities (Kaplan, 2014). He is a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, Tony can assist you with superannuation, insurance, wealth management and retirement planning. Tony is also able to provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Tony Boniello today to schedule a consultation and discuss your specific needs and aspirations.
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Frequently Asked Questions
What types of financial advice does Tony Boniello offer?
Tony Boniello provides comprehensive financial advice, including superannuation, insurance, wealth management, retirement planning, and investment strategies. He can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Tony Boniello have?
Tony Boniello is a Certified Financial Planner with a Diploma of Financial Planning, and has completed specialist training courses in margin lending, SMSFs and securities. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with Tony?
During your initial consultation, Tony will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with a clear explanation of how he can help you achieve your objectives and a transparent outline of his fees.
How does Tony Boniello stay up-to-date with changes in the financial industry?
Tony is committed to ongoing professional development and regularly attends industry conferences, workshops, and training sessions to stay informed about the latest changes in legislation, regulations, and investment products.
Why should I choose Tony Boniello as my financial advisor?
With over 20 years of experience, Tony Boniello offers personalised financial advice tailored to your unique circumstances. He is committed to building long-term relationships with his clients and helping them achieve financial security and peace of mind.
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