Completed Bachelor of Commerce at Deakin University in Geelong, majoring in Economics and Law in 1990. Tony commenced employment in 1991 with National Australia Bank as a graduate in Business Banking where he worked until 1999 when he moved within the organisation to Financial Planning. Completed Diploma of Financial Planning 2001 and became a Certified Financial Planner in 2003.
Tony has worked with three of the “Big four banks” and was a Senior adviser in the Commonwealth Bank’s corporate bank, advising SME business owners and professionals in investment, investment structuring and wealth protection before commencing with BW Advisers Financial Planning (now BW Private Wealth) in 2008. Tony’s expertise lies in his ability to take what people want and need and translate that into action and successful outcomes by utilising the full range of wealth creation and protection disciplines.
Tony grew up in the South West Wimmera on the South Australian border. Attended secondary school in Horsham and Deakin University in Geelong.
While not at the office or out with clients, Tony can be found ferrying kids to sporting activities or holed up in his shed making something to go on the back of a tractor or front of a bobcat or he’s tinkering with engines and motorbikes. Coming off a family farm, Tony is partial to Hereford cattle, solitude, big red gum trees and open spaces. The simple things in life.
Tony Dann
Business & Wealth Financial Planning Pty Ltd, ABN 50 115 249 646, (Trading as BW Private Wealth) is an authorised representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 an Australian Financial Services Licensee No. 230323 with its Registered Office at Suite 803, Level 8, 309 Kent Street, Sydney NSW 2000.
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