What's Happening ?
MARKETS, TAX AND
RETIREMENT STRATEGIES AND MORE
About Lions Roar
Join us at the Lion’s Roar for our unique take on investment markets, super and tax issues. Updated every fortnight with commentary from Tony Davison, Brett Schatto, Azlin Lutfi and our team of experts.
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Our firm’s Private Wealth Management business is lead by Tony Davison who has over 10 years financial services experience, holds an MBA (Macquarie), B.Bus, various industry certifications and is a Certified Financial Planner® (Financial Planning Association). He enjoys working closely with his team to produce targeted and timely solutions for clients.
Joanna Truong – Senior Associate
Joanna has worked with Tony and our client base for over 6 years. She holds a Diploma of Financial Planning and oversees our ongoing advice process. Joanna is based in Sydney.
Carol Yates – Client Services Manager
Carol is well known to our clients having worked with our us for over 2 years overseeing our service delivery. Carol is based in our Adelaide office and in her spare time, leads RV tours in the US with her husband.
Fiona McEvoy – Client Services
Fiona has worked with our client base for over 6 years. She holds a B.Comm and oversees client project and compliance services for our business. Fiona works remotely for us, presently from Singapore.