Accrue Life Assets

Tony is the Managing Director and the Responsible Manager of Plan 2 Pty Ltd’s Australian Financial Services License. Tony has a proactive approach to developing long term relationships which are based on high levels of personalised service, coupled with sound professional advice. He has been in the financial services industry since 1990, working primarily as a Senior Financial Adviser but also enjoyed 4 years as a Business Development Manager for a global fund manager and insurance company. Tony’s contagious enthusiasm for the financial services profession gives his clients confidence and positive direction for their financial future. Away from the office, Tony enjoys spending time with his wife Meredith and two sons Lochlan and Harrison. He enjoys going to the gym, running and generally keeping fit as well as all outdoor activities. He also enjoys watching and participating in a very wide range of sports, but also enjoys other cultural activities and sharing fine food and wine with friends and family.

Stuart began his career as an adviser in 2005, primarily with boutique financial planning practices before establishing his own business on the Sunshine Coast in 2010 as the principal adviser in his own practice. Stuart has now joined the Life Assets team as a senior financial adviser and brings with him the experience he has gained since 2005, not only as a financial adviser, but also as a business owner. Stuart has a genuine interest in working with you to create a solution to help generate and protect your future wealth, assisting you to achieve your financial and lifestyle goals. For those approaching retirement, Stuart has a particular interest and expertise in creating tax-effective income streams, to maximise your income through retirement. This process can start by helping to create wealth on the lead up to retirement, and then assist with the creation of long-term income streams and Centrelink advice where appropriate. Aged Care advice is another specialist area Stuart enjoys working in and where he can assist with an appropriate strategy to help achieve the desired outcome for a parent, or family member, in this increasingly complex area, at an often, difficult time. Stuart lives on the Sunshine Coast with his wife Helen and in his spare time, enjoys sailing off the coastal waters of Mooloolaba with the Sunshine Coast Yacht Club and has a keen interest in cooking and catching up with friends.

Antonio has worked as a Financial Planner since 2013. During this time, he has been engaged with boutique private practices, as well as corporate entities within the Financial Planning industry, where he has attained extensive experience in Pre-retirement & Retirement Planning, Superannuation, Centrelink, Wealth Creation & Personal/Business Protection. Antonio brings a broad range of industry experience and technical expertise to Accrue Financial Group & Life Assets and is a strong believer in the value of financial advice for the purpose of assisting clients to understand and take greater control of their financial affairs to meet their financial goals & aspirations. Antonio is a passionate follower of the round ball “football” game and when not at the edge of his seat supporting his beloved Arsenal FC, he enjoys spending quality time with his wife and three beautiful girls and treasured miniature Schnauzer.

Tim has worked in the financial services industry since 2012. Tim transitioned from working behind the scenes as a paraplanner to providing advice to clients in 2018. Tim has experience in developing complex strategies including those involving property, superannuation, direct investments, insurance and Self Managed Superannuation Funds. Tim has a clear focus on assisting his clients to develop sound strategies and use appropriate asset selection to realise their goals. Tim enjoys spending time with his two daughters and wife when he is away from work.

Lochlan joined Life Assets full time in January 2021. Before entering the financial services industry, Lochlan spent three years working as a software developer and data analyst. His experience spanned development of tools to improve business operations, compliance and analysis of data. Lochlan has a strong passion for finance, economics, and financial markets, driven by a desire to optimise his own financial position. He utilises his technical expertise to develop detailed, data-driven insights that help determine optimal strategies and outcomes for clients. Outside of work, Lochlan enjoys spending time with family and friends.

Harry commenced working at Life Assets full time in August 2022. He continues to build his experience in financial services. Prior to this role, he held various roles including working in a distillery and working for McDonalds. Away from the office Harry likes to work on his fitness by going to the gym and spending time with his friends and family. He enjoys a wide variety of sports and all water sports including fishing and boating.