Tony Evans

Senior Financial Advisor / Mortgage Broker

AFP® Member of the FPA & FBAA
Adv Dip FP,Cert IV F & MB, Margin Lending accreditation

Tony has 20 years of experience in the financial services industry and works in most areas of financial planning, mortgage broking and specializes in business protection (Key man insurance).

Tony enjoys using his knowledge, experience and expertise to assist clients to achieve their financial objectives and has a strong belief in the benefits of financial planning.

Specifically, he provides advice and services in:

·         Mortgage broking
·         Debt management
·         Retirement Planning and superannuation
·         Personal Insurance
·         Business Protection (Key man Insurance)
·         Wealth Creation and investment
·         Gearing and margin lending advice

Outside of work, Tony is married with two young children and enjoys cooking, camping, playing golf and simply spending time with his family.

Brent Story

Certified Financial Planner and Mortgage Broker

CFP® Member of the FPA
BBus, ADFP, SMSF Accredited, Gearing Accreditation, ASX ALPA

Brent specialises in helping families to take complete control over their financial future.

As a father himself, Brent understands the time and financial pressures posed by family life. Many families, even those earning high incomes, feel unsure whether they are making the most of their finances.

Brent’s role is to collaboratively establish a financial road-map, to ensure that clients are taking advantage of the numerous financial opportunities that exist (Plan A) whilst providing peace of mind in the knowledge that they are protected against unexpected events (Plan B).

Brent holds the status of Certified Financial Planner, which is the highest international designation for financial planning and reflects his commitment to technical knowledge. He graduated from the University of Southern Queenslnd with a Bachelor of Business in 2007.

In 2016, Brent was a national finalist in AFA’s ‘Rising Star Award’, which recognises those advisers who provide excellent advice in an innovative manner.

Brent is married with two young daughters, Grace and Lexa . He loves travelling, hanging out with his girls and far too much sport (according to his wife).

Melissa Evans

Office Manager

B. Int. Bus, DFP

Prior to joining Cornerstone Advice Melissa was the Office Manager of a very successful mortgage broking firm. Following that Melissa had a successful financial planning and banking career with the National Australia Bank for 6 years.

Melissa has a Bachelor of International Business and a Diploma in Financial Planning.

Melissa focuses on delivering a high level of service and understanding of a client’s situation when implementing their advice. She likes to ensure clients are informed at all times of how they are progressing and to have a good understanding of the processes behind the scenes.

How to get started

To start making informed financial decisions call our friendly office to arrange a conversation with one of our team.