Cmgr Tony Beaven Mbuslship Gaicd, Adfp, Dippfs, Fiml

Tony Beaven has an extensive work experience spanning over two decades in various leadership positions within the financial services industry. Tony is currently working as the Commercial Integration Director at AFH Wealth Management since March 2022. Prior to this, they served as the Chief Operating Officer at Fintuity from April 2021 to December 2021.

In 2020, Tony founded BIFC Ltd, a financial services consultancy, where they acted as the CEO and Founding Director. During their tenure, they provided strategic guidance to financial advice companies in the UK and Australia, focusing on operational governance, project management, turnaround strategies, and compliance monitoring assessments.

From 2016 to 2019, Tony served as the CEO and General Manager of Elders Financial Planning IFA Network, overseeing a significant transformational strategy focused on improving governance, compliance, operational efficiencies, and brand presence. Tony played a crucial role in introducing digital technology and innovation to the organization.

Before Elders Financial Planning, Tony worked at ANZ as the Manager of Advice Solutions for ANZ Private Bank in multiple locations from 2012 to 2016. Tony also held roles at AMP as the Regional Manager of Queensland for AMP Horizon's Financial Planning from 2010 to 2012, and at Suncorp Group as the Regional Manager of Financial Planning for North Queensland, NSW, ACT, and North Brisbane from 2007 to 2010.

Tony's earlier experiences include working at Lloyds Banking Group as the Regional Manager of Corporate & Business Financial Planning from 2001 to 2007, and at Beneficial Financial Group as the Head of Beneficial Finance in Gloucester, UK from 2000 to 2001.

Tony began their career as a Financial Adviser at BRITANNIC ASSURANCE PUBLIC LIMITED COMPANY from 1999 to 2000. Tony holds several professional certifications, including MBusLship, CMgr, GAICD, ADFP, DipPFS, and FIML.

Tony Beaven MBusLship, CMgr, GAICD, ADFP, DipPFS, FIML has a diverse education history that spans various fields and industries.

In 2004-2006, Tony obtained a Diploma of Financial Services (Financial Planning) from ANZIFF, specializing in RG146 Financial Planning. In 2009-2010, they furthered their financial planning education by completing an Advanced Diploma in Financial Services (Financial Planning) from Kaplan Professional.

Tony's passion for leadership and business administration led him to pursue a Master of Business Leadership from Charles Sturt University in 2013-2015. This program focused on executive leadership, strategy, and planning.

Tony also sought to enhance their knowledge of organizational analysis, completing an accreditation program at Stanford University in 2016 and a course on Emotional Intelligence with Richard Boyatzis at Case Western Reserve University in 2015.

To deepen their expertise in governance, compliance, and risk management, Tony completed a Graduate Certificate in Governance, Compliance and Risk from the Governance, Risk & Compliance Institute of Australia in 2018.

Throughout their career, Tony has emphasized professional development and staying up-to-date with industry standards. Tony obtained the Chartered Manager Status from the Chartered Management Institute in 2018, showcasing their proficiency in business administration and management.

In 2018, they also graduated from the Australian Institute of Company Directors, becoming a Graduate of the Australian Institute of Company Directors, which further solidified their knowledge of corporate governance.

To expand their skills in the financial services industry, Tony pursued qualifications from the Chartered Insurance Institute. In 2019-2020, they obtained a Level 4 Regulated Diploma in Financial Planning. Additionally, in 2019, they completed the R01 Financial Services Regulation and Ethics course, focusing on financial planning and financial services.

Tony's commitment to professional growth is also evident in their recent endeavors. In 2021, they obtained certification as a Certified Mentor through Mentorloop, highlighting their expertise in mentorship.

Furthermore, they have further specialized their knowledge by completing several courses at the HKUST Business School in 2022. Tony studied FinTech Risk Management and FinTech Security and Regulation (RegTech), demonstrating their interest in the intersection of finance and technology.

Tony has also pursued ongoing professional development opportunities, such as obtaining a Certified Compliance and Risk Professional (CCRP) designation in risk and compliance management from GRCI. Tony is also a Fellow of the Institute of Managers and Leaders, showcasing their expertise in business leadership.

In summary, Tony Beaven MBusLship, CMgr, GAICD, ADFP, DipPFS, FIML has a comprehensive education history that encompasses financial planning, business leadership, governance, compliance and risk management, and specialized courses in organizational analysis and financial technology. Tony continuously seeks opportunities to expand their knowledge and skills, evident through their numerous certifications and ongoing professional development pursuits.