Biography
Who I Am:
I am an experienced presenter an all topics related to financial planning, investment and especially insurance. I have presented to crows from 5 to 1500, often to groups of financial planners and their clients during seminars and conferences.
Through my ongoing involvement in the industry, I noticed very few financial planners had the knowledge or took the time to engage an important part of the population, generations X and Y. Over time, it also became very clear that people, both young and old believe you need to be wealthy, with a huge asset base to benefit from financial advice. That couldn't be further from the truth.
Armed with a belief that I could do great things for all people, I started a boutique financial planning practice that specialises in providing financial advice to my peers, Gen X and Y.
What I Do:
I have a true passion for working with young families, professionals and small businesses in both Brisbane and Sydney. I work with those looking to bring clarity and focus to their finances as they travel through life’s journey. I provide honest, relevant and realistic financial planning advice to my clients, establishing relationships that are ongoing, not transactional.
I take pride in delivering solutions that can, in the event of the death of a parent or spouse or the onset of a sudden illness or injury, keep young families together, businesses turning over and children both in the family home and at the same school with their friends.
How I Do It:
I help you track down all your lost superannuation funds, insurance policies and the gamut of other financial products that cost you precious money and time, align them, along with all other areas of your finances with your lifestyle, occupation and goals. Throughout the process, we identify where you are now, where you wish to be and how, together, we can get you there.
Our aim is not to make you rich quickly, but to bring clarity and peace of mind to areas of your personal and business life that can be both daunting and confusing or simply too much effort to tackle on your own.
Experienced Financial Planner: Personal & Corporate Superannuation, Estate Planning, Succession Planning & Personal Insurance.
Industry Expertise (3)
Insurance
Financial Services
Investment Management
Areas of Expertise (3)
Estate Planning
Financial Planning
Personal Insurance
Accomplishments (2)
2012 Association of Financial Advisers - Rising Star - Nominee (professional)
2012-01-01
Nominated for being a high performing, ethical and community minded young adviser.
2011 Risk Store - Life Risk Champion Award - Finalist (professional)
2011-01-01
Nominated and qualified as a finalist as a pioneer in the life insurance industry: Risk Store Managing Director, Peter Wincott, said, “We had a record number of nominations this year. While their vocations are different, they all share one thing in common. Each has been recognised by their peers and nominated as demonstrating an outstanding commitment to and championing the cause of the life risk insurance industry in Australia during the past year.”
Education (4)
Mentor Education Australia: AChFP - Associate Chartered Financial Practitioner, Ethics & Compliance 2012
Focus on professionalism, ethics and compliance.
Kaplan Professional: Dip FS (FP), Financial Planning 2005
Kaplan Professional: MAppFin, Financial Markets 2011
Mentor Education Australia: Adv Dip FS (FP), Financial Planning 2010
Affiliations (2)
- Association of Financial Advisers - QLD Chapter
- Financial Ombudsman Service
Testimonials (2)
Karen Graham, Senior Consultant | Optimium Consulting
I met with Toby last year at colleagues' strong recommendations and I am very glad that I did. He was able to quickly assess my situation, set up a very workable financial plan and generally set me up for a comfortable financial future with a very personal and personable approach. He definitely goes the extra mile – from superannuation to travel advice. I couldn’t be happier with my experience with Toby and thoroughly recommend him. In fact, I have already recommended him several times to close family and friends.
Michael Hui, Director | Hui Lawyers + Arowana & Co.
Toby is a shining light in the dark and stormy sea of financial advisers. I have referred a number of clients to him and all have reported excellent results. I was sufficiently confident in Toby's abilities that I entrusted my own insurance to him. He is extremely knowledgeable, builds excellent rapport and produces the goods.
Event Appearances (1)
Picking up the pieces, understanding the impact of parental death on children
ING National Roadshow Brisbane, Gold Coast, Townsville, Cairns, Gladstone, Rockhampton & Mackay
2011-01-01
Sample Talks (1)
How to find a buyer for your business in the face of adversity
Don't let illness or injury rob you of the hard work, blood sweat and tears that you have put into developing your business. Let us help you find a guaranteed buyer, for an agreed price, and within an instant (the insurance company).
Style
Availability
- Keynote
- Panelist
- Workshop Leader
- Host/MC
- Author Appearance
- Corporate Training
Social