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Tony Sarai
Associate Director / Executive Planner
Bachelor of Commerce (International Business)
Bachelor of Commerce (Banking & Finance)
Diploma of Financial Planning
Certified Financial Planner
Tony is an Associate Director / Executive Planner of the Modoras Group, officially joining the company in 2001. Tony’s experience with the company extends much deeper however, having worked in many areas of the business on a part time basis since first commencing industry studies in 1996. With such a depth of experience in the business, Tony is passionate about the potential he can achieve for clients and the value of the relationships he has developed over the years.
Tony’s personal philosophy is to be wholly committed to every client, regardless of their financial position, and to establish lasting relationships based on strong rapport and an understanding of the client’s personal financial ‘appetite’. Fully understanding each client is imperative, not only in terms of their financial goals, but who they are, where they’ve come from and what they believe in. “Better understanding each client allows me to tailor meaningful, achievable goals and strategies knowing they will be happy not only with the journey … but the ultimate destination.”
Tony’s primary area of interest is in investment strategy and he takes great pride in the transparency of the Modoras methodology and focus on education. This methodology ensures that every client is educated about how funds and share strategies are selected and more importantly, why they are recommended. This means clients are closely tied to the process and fully understand the value of what is being put forward. Tony believes the time invested in this process is invaluable in providing clients with an immense level of comfort and ensures that every decision is a joint one made in an open, trusting environment.
The respect Tony has earned from clients is apparent from the depth and experience of his client base which includes international equities traders to senior executives from the financial services sector itself. These clients identify with Tony as a consummate professional whose commitment and genuine concern have positioned him at the forefront of the industry. Tony’s experience, combined with an ability to meticulously research market options, ensures only the most appropriate options are recommended to clients and he can discuss investment philosophies ‘hand on heart’ knowing they are made with the utmost care and responsibility.
Professional Memberships/Achievements
Authorised Representative – Financial Planning
Member Financial Planning Association of Australia
Remserve Accredited
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