SWM

About Us

SWM Finance Matters prides itself on discovering and delivering strategic solutions designed to meet your personal or business needs. We select from a wide range of best of breed products and strive to find the right product to suit all of your current and future requirements.

  • Positioning Statement (vision) To remain in the top 5% of all SA's Financial Planners
  • Corporate Aim (mission) To grow our business by providing consistent, secure and dependable financial solutions to meet our client needs
  • Noble Cause Statement SWM provides the tools and education to create and maintain wealth for clients' long term benefit
  • SWM's Core Values Consistently dependable, professional, moral, passionate, honest, astute, easy to understand, to maintain integrity at all times and remain up to date with legislative changes

Authorised Representative Background
Your Advisor:

Tony Skinner - Authorised Representative No. 326509

Qualifications:
Associate Diploma Accounting, Self Managed Superannuation, Advanced Diploma Financial Services (Financial Planning), Diploma Financial Services (Financial Planning), Certificates in Financial Markets, 1st Line Management, Executor & Trustee Institute and various qualifications in communications, presentations and business writing. SSA accreditation as a Self Managed Super Fund Specialist Adviser.

Experience:
Tony has been a business professional for more than 23 years. He has performed a variety of roles over that time but most relevant to you would be financial planning, taxation, trust administration, lending, debt consolidation, funds processing, administration and investment management. Tony has won many awards for service excellence and exceeding benchmarks and expectations. This enables Tony to view your financial situation from many angles with the view to providing a holistic tailored solution for you.

Experience:
Tony's goal is not to make millions of dollars but to provide his clients with the tools and/or education to build, increase and maintain their wealth. So whether you want to take charge of your own portfolio or find someone you trust to look after things for you, Tony is more than happy to oblige.

SWM Finance Matters is a professional, holistic financial services company with well over 25 years of experience. We understand that our relationship with each client will be built on trust integrity and professionalism.

SWM Finance Matters prides itself on discovering and delivering strategic solutions designed to meet your personal or business needs. We select from a wide range of best of breed products and strive to find the right product to suit all of your current and future requirements.

We are not driven by fees preferring to establish lasting relationships built on providing good value for money service. Our fees are discussed once all your needs have been discovered and must meet your approval before we are authorised to proceed.

For all new clients we have chosen not to charge trailing commissions and, where applicable, rebate these fees back into your account, allowing your hard earned dollars to work even harder. We tailor our solutions, service and advice to meet your specific personal or business needs.

At SWM - Finance Matters!

Treona Pty Ltd (ABN 63 007 813 729) t/a SWM Finance Matters is a Corporate Authorised Representative (341721) of NEO Financial Solutions Pty Ltd (“NEOFS”) ABN 64 141 607 098 AFSL 385845

   General Advice Warning

The advice contained on this site does not take into account any persons particular objectives, needs or financial situation.  Before making a decision regarding the acquisition or disposal of a Financial Product persons should assess whether the advice is appropriate to their objectives, needs or financial situation.  Persons may wish to make this assessment themselves or seek the help of an adviser.  No responsibility is taken for persons acting on the information on this site.  Persons doing so, do so at their own risk. Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.

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