Ray’s experience in the financial services industry dates from 1975, encompassing some 12 years employed directly in banking, finance, and money markets prior to being granted an Investment Advisers License in April 1987.
Ray has held advisory and management positions in the stock broking and life assurance industries and was Principal of the Financial Services division of a large Melbourne based Chartered Accounting firm for ten years.
Ray has been a Certified Financial Planner (CFP) since 1992.
Tony has held advisory & executive roles with a range of Australian financial institutions and financial planning firms including Perpetual Funds Management, Colonial Mutual, & Deloitte Financial Advisory in a career that extends over more than 25 years.
He has extensive industry experience providing financial services to both individuals and superannuation funds. Tony advises on wealth accumulation strategies (including direct investment & managed funds) and pre/post retirement planning for individuals.
As Client Services Manager, Michelle oversees Banksia’s client and administrative processes to ensure our high levels of service are achieved for clients and colleagues. Michelle commenced her career with Banksia in 2002 and has qualifications in Business Administration.