Joint accounts
30th September 2024
Tony - Senior Financial Planner & Mortgage Broker
Mel - Practice Manager
Tony has 20 years of experience in the financial services industry and works in most areas of financial planning & mortgage broking. Tony enjoys using his knowledge, experience, and expertise to assist clients to achieve their financial objectives. He believes in assisting his clients with working out their short and long-term goals and helping them to prioritise these to make smart decision and find the right balance in life. Outside of work, Tony is married with two young children and enjoys cooking, camping, playing golf and simply spending time with his family.
Tony
Melissa has extensive experience in the financial industry spanning over 19 years. Originally coming from a Lending Management Role and Retail Bank Background, Melissa became a qualified Financial Planner with one of Australians largest banks. She then took on the role as Practice Manager in 2015 for Cornerstone Advice supporting both Brent and Tony in numerous aspects of Advice Implementation, Client Review Preparation, and Ongoing Client Management. Melissa now solely supports Tony in the business as it continues to grow. Melissa has always enjoyed assisting clients with achieving their big picture goals and dreams and takes great satisfaction seeing Cornerstone clients progress each year towards these goals.
Mel