Tony Bates, BEC DFP
Authorised under AFSL 277860
Tony Bates is in his 30th year of advising clients having commenced his career at Ord Minnett before the 1987 sharemarket crash. He has navigated the inevitable ups and downs over 30 years. Tony held senior positions at many of Australia’s pre-eminent banks, stockbrokers, accountants and fund managers.
20 years ago Tony wrote the first ever financial plan as Head of Macquarie Private Banking for a client who had just sold his business at age 57 for $57m. This client and his children and grandchildren remain Tony’s clients to this day.
15 years ago Tony left the big institutions behind and has since continuously maintained an independent Australian Financial Services Licence. Tony has been a passionate advocate of ‘clients best interests’ well before recent FOFA laws were written. Tony has steered away from product sales and commissions and now leads a team of experienced advisers who share these ideals.
Tony is a member of the SMSF Association, the Responsible Investment Association and recently re-joined the Financial Planning Association on the appointment for the first time in a decade of a chairperson who is independent and not pushing the institutional barrow. Tony’s first mentor was Gwen Fletcher, the mother of financial planning in Australia, and is determined to follow her lead in helping bring financial planning and financial education to a wider group of Australians.
Out of the office, Tony is kept busy with three teenagers. Tony comes from a Sydney theatre family and currently volunteers as President of Epicentre Theatre Company.
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