Advisor
Profile

Advisor
Profile

Tony Gray

Tony Gray specialises in advice to self-managed superannuation fund trustees and investors who wish to include direct share exposure as part of their portfolio approach. Investment advice includes preparation and adherence to a written Investment Strategy individual to each portfolio. A focus on direct assets such as listed shares and deposits, with niche active managed funds assists with generating reliable cash-flow to support portfolio growth or pension payments.

Allocations to the various asset classes adjust as the relative return potential and risks change – we do not believe in a ‘set and forget’ approach. This direct approach also typically results in lower costs and an improved tax outcome. Financial planning advice encompasses tax structuring, superannuation contributions, estate planning and pension income streams.

Our administrative support is designed to keep track of your portfolio and planning steps, and keep life simple for you and your accountant.

Tony was a shareholder and employed adviser with Shadforths Limited from 1994 to 2008, and since 2009 Tony has been the Responsible Manager of TG Financial’s Australian Financial Services Licence. Tony also holds the Certified Financial Planner® practitioner designation.

Tony holds a private pilot licence, enjoys fresh and saltwater fishing, skiing on Ben Lomond and rows with the North Esk Rowing Club. In his spare time, he runs a farming operation.

Qualifications

  • Certified Financial Planner® practitioner designation
  • Bachelor of Commerce and Bachelor of Laws from the University of Tasmania
  • Diploma of Financial Planning through RMIT
  • Graduate Diploma in Applied Finance and Investment through the Securities Institute (now Finsia)

 

Member

  • Financial Planning Association of Australia (FPA)
  • Fellow of Finsia

 

Community Support & Involvement

Tony is involved with and supports a range of community and sporting organisations, including:

  • Royal Flying Doctor Service (Tasmanian Section) – Director
  • North Esk Rowing Club – Treasurer
  • Launceston Academy of Self Defence (Ju Jitsu) – Black Belt
  • Rotary Club of Central Launceston – Rotarian & Past Secretary
  • The Ben Lomond Committee – Past President
  • The Launceston Club – Past President
  • The Launceston Club Foundation – Past Chairman
  • Tasmanian Aero Club – Past Treasurer
  • Northern Tasmanian Alpine Club – Past Treasurer
  • Launceston United Soccer Club – Sponsor & Past Junior Coach

Address

47 George St,
Launceston TAS 7250

Phone

(03) 6334 3940

Email

enquiries@tgfinancial.com.au