If you are looking for someone who is an Entrepreneurial Investment Accountant, who is also a financial planner, who understands how to make money from both shares and property, and who has studied and understands the investment cycle for many years, we may be the most unique firm you could ever come to for advice.
I have advised clients through the share market crash of 1987, the housing crash and recession of 1990, the tech stock crash of 2001, the housing crash and GFC of 2008 and the recession of 2020. We believe there is a cycle, and while we can't guarantee it, if we have an idea of what is most likely to occur next, we believe there is the potential to take advantage of that knowledge and invest accordingly.
My fees
We are a Fee for Service Practice. Many of our clients engage our services on a monthly Ongoing Fee basis, between $100-300 per month plus GST.
We do not have contracts with our clients. If you are not happy with our services or advice you are able to cease paying our fee when you decide.
Unlike some practices that try to lock clients into a fee, which they cannot cease if tey no longer wish to use the financial planners services.
At a glance
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Adviser status
Gold
- First year providing advice 1984
- Years of experience 40
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Tenni & Associates Pty Ltd
Suite 12, 322 Mountain HighwayWantirna, VIC 3152
![Tenni & Associates Pty Ltd logo](https://resources.adviserratings.com.au/practices/tenni-associates-pty-ltd-18007799.png)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Interprac Securities
AFSL 246638
![Interprac Securities logo](https://resources.adviserratings.com.au/licensees/interprac-financial-planning-pty-ltd-246638.png)