Tony has been advising clients for in excess of 20 years and is a long standing Certified Financial Planner. He has a keen interest in corporate philanthropy and is actively involved in a number of industry bodies representing non-instituationally owned practices. He is a long time resident of Manly and enjoys the local lifestyle and quality time with his daughter. His hobbies include field Hockey and ballroom dancing.
Tony holds a Doctorate in Business Administration and is an active fellow of the Australian Institute of Company Directors, including a number of non-executive appointments.
Authorised representative number (issued by ASIC) 239509.Book a Meeting with Tony
Haydn Dale has a background in business banking, having previously held senior management roles at the NAB and St George Bank. He specialises in giving advice on residential mortgages, commercial mortgages, property development finance, and leasing.
Haydn is an accredited mortgage consultant and a member of the MFAA. He holds a Graduate Diploma in Finance and Accounting and an Associate Diploma in Applied Finance.Book a Meeting with Haydn
Matthew has been providing financial advice to clients since 1982, and has served on the Board of the Association of Financial Advisers as NSW State Director and was a past Top of The Table Member of the M.D.R.T. (Million Dollar Round Table). Recently Matthew has completed extra study in applied psychology and is now offering personal counselling services.
Matthew specialises in giving advice on wealth creation, personal superannuation, and personal insurances.
Authorised representative number (issued by ASIC) 239495.Book a Meeting with Matthew
As a member of our practice since 2013, Fiona joins us with corporate and client services experience gained within the insurance and professional services sectors, globally.
Fiona provides financial advice to our corporate and individual clients in the areas of retirement planning, superannuation, mortgage lending, personal insurance, and wealth creation strategies. She is also responsible for developing individual advice documents and the implementation and review of personal advice strategies.
Fiona has completed a Diploma in Financial Planning, an Advanced Diploma in Financial Planning, a Graduate Diploma in Financial Planning, she is a Certified Financial Strategist with FASEA accreditation, and has also completed around 25% of a Masters in Applied Finance.
Personally, Fiona is an avid bush runner and lives in Manly with her young family. Fiona volunteers within the local community in a variety of administrative and sporting functions and is currently the Secretary of the Ocean Beach Precinct Committee – (Manly Council).Book a Meeting with Fiona
Paul has been providing financial advice to clients since 2000 and has been involved in Financial Services and Financial Markets for the past 25 years. He is a Director of True Direction Financial Pty Ltd.
Paul helps Virtue & Partners clients in a number of disciplines including Managed Investment Scheme products (including IDPS), Superannuation, Investment, Life & Risk Insurance products, Deposit and Payment products (including basic and non-basic), Government debentures, stocks and bonds, and Retirement Savings Account products. Paul is also a Justice of the Peace (NSW).
Authorised representative number (issued by ASIC) 276270.Book a Meeting with Paul
Cath has been involved in the financial services industry since 1998 and has been an authorised representative since 2003. She is a Director of True Direction Financial Pty Ltd.
Cath specialises in providing advice on Managed Investment Scheme products (including IDPS), Superannuation, Investment Life Insurance and Life Risk Insurance products, deposit and payment products (including basic and non-basic), Government debentures, stocks and bonds, and Retirement Savings Account products. Cath is also a Justice of the Peace (NSW).
Authorised representative number (issued by ASIC) 239459.Book a Meeting with Cath
Debbie joined the Virtue & Partners team in 2010 and deals with all aspects of office and client administration. Debbie has completed an Advance Diploma in Financial Planning and is also a Justice of the Peace (NSW). Prior to working in the financial services industry, she worked in the aged care and disability sector also in an administration capacity. Before that she was a Teacher in New Zealand and then a Workplace Trainer after moving to Australia.
She is a mother and a grandmother! Debbie relishes spending time with her family, and time near and on the beach. She enjoys outdoor activities such as walking, hiking and sailing.