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About UsAt A & T Financial Services, our role is to help our clients make confident financial decisions.
We offer a personalised holistic financial planning service to individuals, families and business owners which caters for their individual needs and helps them towards their own financial and lifestyle goals. |
Tony Poci
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Tony originally founded A & T Financial Services over 30 years ago and has the experience of working in the financial services industry since then.
Education and Qualifications - Over 30 years in the insurance and Financial Services Industry - Diploma of Financial Services |
Anthony Poci
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Anthony joined A & T Financial Services in 2015, having held various advisory roles in two other private boutique firms over a 10 year period.
Education and Qualifications - 14 years experience in the Financial Services Industry - Bachelor Business (Financial planning) with Distinction, RMIT University - Certified Financial Planner ™ - Kaplan Self Managed Super Fund Course - Kaplan ASX Accredited Listed Products Adviser Program - Member of the Financial Planning Association ™ of Australia
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