See what some of our satisfied clients had to say about their experience...

Trustworthy and competent

I have met a number of Tony’s clients and had the opportunity to work with him on estate administration matters. I have found him to be a trustworthy and competent financial planner focused on planning and wealth preservation with a reasonable annual return for his clients. His clients have been with him for years and speak highly of the service and results he has provided them.

— James Coelho, Principal Solicitor, Coelho & Coelho Solicitors, Epping, NSW

Most impressed with the performance of our investments

My wife Annette and I, first came into contact with Tony, in January 2016 when he was a Financial Advisor with Westpac. We were looking for a place to invest a reasonable large amount but we were we disappointed at what was being offered at the time by banks. He recommended that we consider looking at BT Panorama and walked us through the what was offered by the platform and what returns we could expect. For the next three years he did a diligent job advising and organising a joint investment for us which achieved most satisfactory returns. In 2019 Tony advised us that Westpac would not be employing Financial Planners and we would be asked to find our own financial planner in the future. At that time we found out that Tony was intending to set up his own Planning Company and due to the excellent service he had afforded us in the past, we decided to ask him to be our future advisor with our BT Panorama investment.

As a result we are now clients of Tony’s company, Du Financial Advisory Pty Ltd and subsequently have moved both our induvial Superannuation Pensions accounts to BT Panorama. Prior to these recent transfers, Tony put in considerable time and effort to lay out the saving on both fees and the opportunity for better earnings. He has at all times consulted with us on all actions with our accounts and has given full documented results of all accounts annually.

We have found him to be most honest and diligent in all aspects and most capable in his role of advising and investing on our behalf and have been most impressed with the performance of our investments in spite of current world financial situation

— Annette C (retired teacher) & Bruce C (retired manufacturing manager)

Extremely happy

We have been extremely happy with the service Tony Du has provided over the last 8 years. We found him very approachable and responsible to our requirements for our financial security. He has provided a personalised service tailored to our future financial needs. Tony has always provided sound advice and we are confident in his skills as our financial adviser for our financial future.

— Dr Colin K and Mrs Gillian K

Exceeded my expectations as a financial adviser

Tony has been our financial adviser for six years, First as an employee of Westpac and then with his own business. Over that period I have found him to be completely trustworthy to the point that he now manages all our funds.

Tony has exceeded my expectations as a financial adviser. .Every step he takes is explained in clear terms that we can readily understand. He helps us with every worry we have, financial and non-financial, showing that he is concerned with our welfare and well being.

When I first met Tony at Westpac I checked on his qualifications and how he got to that level. Also I asked about his work experience. His combination of education and experience provides a great background for a financial adviser. The results he has been able to get for us show that he is very good at what he does.

He is a self made man. As a young immigrant he has been able to work his way up through hard work and education. Initially he worked at IT, then after obtaining his MBA he became a financial adviser with banks and now with his own business.

— Professor Bruce V (PhD) and Mrs Vesna V

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