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 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.
Arlan completed primary school at Lake Bolac Primary and then completed high school at Marian College in Ararat. Shortly after high school, he began working for IBM which lasted for nearly 10 years in multiple roles. He never really enjoyed the IT career so he decided it was time for a career change, a change to something he enjoyed and could see himself doing for the long term. He had always helped family and friends with financial decisions and wanted to try and find a career doing the same for other people.
He then completed the Diploma in Financial Planning in 2015 and the advanced diploma in 2016. In the same year as completing his advanced diploma, he started as a Client Service Manager and quickly moved into a Para planning/associate adviser role. Shortly after he was officially made a Financial Planner and continued his education, completing the Graduate Certificate and Graduate Diploma in Financial planning by 2021.
By 2022 he knew he needed to find a business aligned with his morals and ambitions, so he began working at BW Private Wealth. Quickly utilisng some freedom he completed the Aged Care accreditation to become an Aged Care Professional.
In 2023 Arlan officially joined as a Partner within the business.
When he isn’t studying or looking after his clients you will more than likely find him spending time with his young family or even trying to sneak out for a surf.
Tony Dann & Arlan Davine
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 Level 6, 161 Collins Street, Melbourne VIC 3000.
© 2023 BW Private Wealth | SEO
