Tony Rimac FIPA DFP
Managing Director + Adviser
Tony's strong, practical knowledge has been gained over the past 20 years both through business ownership and holding senior management positions in the SME environment. His understanding of the wants and needs of both small business owners and time poor individuals ensures that Tony is able to deliver concise and valuable financial solutions to his clients.
Tony currently holds a Bachelor of Business (Accounting) along with an Advanced Diploma in Financial Services (Financial Planning). Tony is a current member of the Association of Financial Advisers (AFA). Being a qualified accountant and registered tax agent, Tony is also a Fellow of the Institute of Public Accountants and Tax Agent Board.
Tony is the current Authorised Representative of PATRON Financial Advice and is able to provide financial planning and investment advice to clients though his extensive knowledge and experience within the industry. His Authorised Representative ASIC Number is 336785.
Louie Torre FICA DFP
Louie has been working within the financial services industry since 1995 and has carved out a niche in providing high level tax advice to Small to Medium Enterprises (SME). Louie holds a Diploma in Financial Services (Financial Planning) and is also a Fellow of the Institute of Public Accountants and is a practicing Tax Agent. Louie's involvement at PT Wealth Solutions is to provide strategic advice to the company and oversees our contact with the dealer group.
Nick Plataniotis FIPA
Nick has been a long standing member of the financial industry and has been giving tax advice to high net worth individuals for the past 15 years. Nick is a Fellow of the Institute of Public Accountants and a Registered Tax Agent. Nick's involvement at PT Wealth Solutions is to provide strategic advice to the company and assist with the day to day business operations.