Tony is the Owner and Strategy Director of Elevate Financial Marketing, a specialist marketing agency and consultancy in financial services.
Tony has over 20 years experience in the financial services industry across banking, wealth management, funds management, financial planning, superannuation, life insurance and salary packaging organizations. Tony has held a number of senior roles in the industry including leading teams in marketing and product management, distribution and channel management, account management, strategic alliances and profit/cost centre management. He has also led a financial advisory group of 80 advisors.
In a previous role, Tony was Head of Marketing - Wealth Management Banking for Citibank in Australia. In this role, Tony developed innovative customer acquisition and retention programs to drive new-to-bank customers and new-funds-to-bank in investment, banking and insurance business lines.
During his time at Citibank, Tony also led the team that launched Citibank's Wealth Management Banking concept, an initiative that was also replicated in all Asian countries in which Citibank operated.