"Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty                                                                                                                                                                                                       "The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty                                                                                                                                                                                                       "Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson                                                                                                                                                                                                       "Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives                                                                                                                                                                                                      
Melbourne Office< Melbourne Office

Melbourne Office

Address:
Level 7, 416-420 Collins Street
MELBOURNE VIC 3000

Mailing Address:
PO Box 501, Collins Street West
MELBOURNE VIC 8007

Phone: (03) 9292-0101
Fax: (03) 9292-0102

Tony Roussos

Chief Operations Officer

As Financial Index Australia’s Chief Operations Officer and Company Director, Tony plays an integral role in implementing FIA’s growth strategy. Subject to the immediate direction of the CEO, his responsibilities include:

·  The general management of FIA’s operations affairs in accordance with all Business Plans developed or approved by the Board.

·  Liaising with and directing staff to achieve the established business and operational goals.

·  Executing the responsibilities of a Company Director according to lawful and ethical standards set by the FIA Board

 

Following the completion of a Science degree majoring in Applied Math and Statistics at Monash University, Tony entered the financial services industry in 1992 as part of a business traineeship with Financial Index Australia. He has operated as a fully licensed Financial Adviser since 1999, and has headed various national committees including the Financial Planning Association ( FPA) Education Task Force ( during the 2000’s) and Chairman of DFP 3 and 7, (Fundamental and Advanced Investment Planning). 

After gaining his initial Financial Planning qualifications, Tony went on to complete a Masters in Business Administration (MBA). He also served as a senior lecturer for The Securities Institute and FPA. 

Tony specialises in all facets of retirement planning and risk management for professionals and business clients. He is also authorized to provide advice on Estate Planning, Investments, Superannuation, Retirement Planning and Risk Management.

Tony places a high importance on building and maintaining enduring relationships with his clients. He believes that a consistent, value added service is essential to this process.

 

> Staff Profiles
Andrew Rafty> Andrew is a fully certified financial planner ...
Gregory CunninghamCFP, SIA (Aff) AFPA> Greg has over 33 years experience in ...
Robert Chester> Rob has worked in the Financial Services ...
Pandeli HalamandarisDip Bus (Acc), Adv Cert (Acc), Dip FS(FP)> Pandeli’s professional qualifications include a Diploma of ...
Alan FavellCFP, Dip FP> Alan has 22 years experience in the ...
Scott RedpathDip FS (FP), Dip Bus (Bnk & Fin)> Scott’s professional qualifications include a Diploma of ...
Neville WilliamsonDip FP> Neville has been in the Financial Services ...
Greg Armstrong> Greg has 35 years experience in the ...
Bob FeganFdn. DFP> Bob has 32 years experience in the ...
Matthew SwieconekB Com, F Fin> Matthew has over 10 years experience in ...
Wayne BradbrookDip FS (FP)>   Wayne believes in building a long-term relationship ...
Matthew WaughMFinPlan, Adv Dip FS(FP)> Matthew’s professional qualifications include a Masters of ...
Peter PeacockB.Comm (FP)> Peter has worked in the Financial Services ...
Tracey BurnsB. Bus (acc) CPA> Tracey has been working in various financial planning ...
John IvesCFP> John has been working in the Banking ...
Steven JarickCFP Dip FP SSA> Steve has worked in the Financial Services ...
Tom DawesJP, CFP®, GAICD, BEng (Elec), MCom, MBA, DipFP> Tom has 13 years experience as a Financial ...
David McKayCFP® Dip FP BBus (Acc)> David has 16 years experience in superannuation and ...
Dianne E DashCFP® BComm CA> Dianne is a Chartered Accountant and Certified ...
Howard KempCFP®, Dip FP> Howard has over 22 years financial planning experience ...
Bill WallerJP CFP® GAICD> Bill places a high importance in building ...
Danny KrsticDip. F.P., B.Bus. (IS), Grad. Dip Mgt, Assoc. Dip. (Int/Trans).> With professional qualifications including a Diploma of ...
James ShawBCom FP> James holds a Bachelor of Commerce with ...
Stephen PoucherAFPA> Stephen is a valued member of the ...
Ryan CarrollDip FS (FP)> Ryan Carroll brings a wealth of expertise ...
Danny BesharaDip FS (FP), BCom (Acc) BAppFin> Danny enjoys building long-term relationships and interacting personally ...
Lindsay Bell> Lindsay enjoys interacting with clients both personally ...
Craig BunceDip FS (FP)> Craig Bunce brings a wealth of expertise ...
Ben WellsDip FS (FP), BEc> Ben enjoys building long-term relationships and interacting personally ...
> All Staff
At The ForefrontConsistency • Communication • Innovation