Financial Adviser · MANLY, NSW

Tony William Borg

35 Years experience

Tax advice
authorised

Currently at

Manly, NSW

View firm profile

ASIC Registered · ADV 000247880

Tony William Borg is a financial adviser based in Manly, New South Wales, with 35 years of experience in the financial services industry. Tony is currently authorised under Navigate Manly Pty Ltd. Tony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan. Tony is a member of Financial Advice Association of Australia (FAAA), SSA SMSF Specialist Accreditation (SPAA) and SSA - SMSF Specialist Accreditation (SPAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2016

Professional Diploma in Stockbroking

DeakinPrime

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2020

FPC001B Economic & Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2020

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Professional

2020

Graduate Diploma of Financial Planning

Kaplan

Registration History

Navigate Manly Pty Ltd

Jul 2025 - Present Current

Akumin Financial Planning Pty Limited

Jan 2004 - Jul 2025 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register