Our Team

 

Tony Case

Financial Planner

I have been in financial planning since 1975, initially as an insurance adviser in Wollongong with National Mutual (now AXA), and later as an NMLA Divisional Sales Manager in Gosford. In 1987 I joined AMP and in 1993 moved my agency and my family, to Tamworth, NSW and in early 2005 made the lifestyle decision to relocate to Brisbane. Our client base today covers much of Australia. We consider our strength to be the quality of service and expertise that we can provide, which is evidenced by the many satisfied clients we continue to service.

Qualifications

  • Fellow Chartered Financial Practitioner (FChFP)
  • DFP - FPA Diploma in Financial Planning
  • DFS - Diploma of Financial Services
  • Dip LI - AFA Diploma of Life Insurance
  • Dip AII - Diploma of the Australian Insurance Institute
  • Past AFA National Board Member and past Chairman, AFA National Education Committee

Experience

  • Joined National Mutual as an agent in October 1975. Divisional Sales Manager in Gosford, 1980
  • National Mutual - Top Manager of the Year 1982/83
  • Reformed own agency in 1983 and moved from an independant agency to AMP in 1987, where we have been ever since.

Ben Watts

Financial Planner

Ben joined TCA as a Financial Planner in 2010. Ben is Tony’s son‑in‑law and had a remarkable start to his career, being awarded the AMP New Planner of the Year Award for QLD in 2012 - a well deserved honour in our view. He has an easy going manner, and is a professional and passionate advocate for his clients.

With business succession in mind, Ben purchased part of Tony’s practice in 2014, and plans are in place for him to eventually take over as practice principal once Tony decides to slow down a little after 40 years.

Ben was AMP QLD's New Planner of the Year for 2012, which we consider a great honour, well deserved. Apart from being an important part of our planning team, Ben has become a significant mentor of other new planners since joining TCA and his early and consistent success as a planner allows him to assist Tony in running the TCA Mentoring Group, which was formed in 2012 to help newer planners get themselves established with best practice principles and good business models.

Qualifications

  • The Diploma of Financial Services (Financial Planning) DFS(FP)

Steve Brooke

Financial Planner

I've been in the Financial Services Industry for over 27 years, initially within the finance and banking sector as a Lending Specialist. I updated my qualifications in 2010 with a view to moving into Financial Planning and joined AMP in February 2011. We came on board with the TCA team in 2013. Steve is an excellent and
knowledgeable communicator and enjoys helping
his clients to achieve their own financial goals.

Qualifications

  • Advanced Diploma of Financial Services (Financial Planning) ADFS(FP)
  • Diploma of Finance and Mortgage Broking Management

Jaxon King

Financial Planner

Jaxon joined TCA in 2015 and is located on Brisbane’s Northside. He has been a financial planner with AMP for two years and in the industry for 9 years. He was the youngest ever graduate from the MLC Adviser Scholarship program in 2012 where he completed his Advanced Diploma in Financial Services.

He is passionate about ongoing education and is currently completing a Masters In Finance. As the youngest member of TCA, Jaxon is well placed to help young professionals and families achieve their financial goals.

Qualifications

  • Advanced Diploma of Financial Services (Financial Planning) ADFS(FP)

Andrew Middleton

Financial Planner

Andrew joined TCA in 2016 working from our Cleveland office. Following a 21 year career in Defence both in uniformed and civilian roles, he completed his Financial Planning Diploma in 2012 and is currently enrolled in the Masters of Financial Planning at Griffith University.

Andrew has built an impressive portfolio of personal investments and his first-hand experience will ensure his clients receive advice that is both practical and professional. He is committed to guiding his clients through the often complicated world of personal finance and ensuring the best outcomes based on their goals and future needs.

Qualifications

  • Advanced Diploma of Financial Services (Financial Planning) ADFS(FP)

 

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