Tony Bates heads our experienced team of Financial Advisers and has over 30 years experience in advising private clients and not for profit organisations.
Tony Bates is in his thirtieth year of advising clients on wealth management having commenced his career at Ord Minnet in 1986. He has worked with clients to navigate the inevitable ups and downs that influence wealth management.
As an adviser, Tony has held senior positions with many of Australia's pre-eminent banks, stockbrokers, accountants and fund managers and is a strong advocate of well-managed client relationships. In 1996, whilst head of Macquarie Private Banking, he wrote the first-ever financial plan for a client who had sold his business at the age of 57 for $57 million. His approach to financial planning has seen him work continuously with the client and his grandchildren for almost 20 years.
In 2001, Tony left the big institutions behind to focus on providing independent advice to clients, having continuously maintained his Australian Financial Services Licence. He was a passionate advocate for 'client best interests' well before the recent FOFA legislation was written, having steered away from product sales and commissions. He leads a team of experienced advisers with similar ideals.
Tony's first mentor was Gwen Fletcher, the mother of financial planning in Australia. He is determined to follow her lead in helping bring financial planning and financial education to a wider group of Australians.
Tony is a member of many professional organisations such as the SMSF Association, the Responsible Investment Association and he recently rejoined the Financial Planning Association, following its appointment of a chairperson whose ideals match his own: independent and not pushing the institutional barrow.
When he isn't advising clients on how best to manage their wealth, Tony is kept busy with three teenagers. He hails from a Sydney theatre family and currently volunteers as President of the Epicentre Theatre Company.
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Phone: 02 9957 4033 | Email: firstname.lastname@example.org
The information (including taxation) contained within this document is of a general nature only and neither represents nor is intended to be personal advice on any particular matter. Bates Cosgrave Wealth Management strongly suggests that no person should act specifically on the basis of the information in this document, but should obtain appropriate professional advice based on their own personal circumstances. Licensed under AFSL 500640
This article is provided for information purposes only and correct at the time of publication. It should not be used in place of advice from your accountant. Please contact us on 02 9957 4033 to discuss your specific circumstances.