Tony

Tony Simmons

Consultant, Private Wealth

Adelaide

+61 8 7421 1417

vCard

Tony leads the Private Wealth team for BDO in South Australia. He is friendly and committed, supporting clients to protect and grow their wealth.

Tony has substantial experience in providing financial advice to high net worth individuals and small–medium sized business owners. He advises on financial planning matters, ranging from personal risk insurance advice, to next generation succession. With a background in taxation, accounting, business and strategic planning, Tony offers a unique skill set.  As such, he is a frequent contributor to specialist publications, and has appeared in The Advertiser, Herald Sun, Daily Telegraph, AFR and Courier Mail.

Working in the profession for over 30 years, Tony began as an accountant with Coopers & Lybrand, before becoming Director at PwC, then Partner with PKF.  He joined BDO in 2013, as a result of the merger with PKF, establishing BDO’s Private Wealth service line.  He is a member of the firm’s professional practice and hospitality sector teams, and works closely with the Superannuation team in supporting advice around self-managed superannuation funds.

Services

  • Financial planning and superannuation
  • Strategic financial services
  • Self-managed superannuation fund administration & compliance
  • Succession planning
  • Personal risk insurance
  • Transaction services

Sectors

  • High net worth individuals
  • Professional practice
  • Family business
  • Superannuation

Qualifications

  • Chartered Tax Adviser
  • Registered Tax Agent
  • Bachelor of Economics

Affiliations

  • Authorised Representative, Godfrey Pembroke Limited
  • Fellow, Chartered Accountants Australia & New Zealand
  • Member, Taxation Institute of Australia