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M.Com, ADFP (FP), AFP®
Tobey has provided valuable financial and specialist life insurance advice to clients as a financial planner since 2014 and has worked in financial services since 2009. Having worked with some leading financial institutions in Australia before Park Lane Wealth, he has vast experience providing advice to clients in varying life stages, levels of wealth, and unique insurance requirements. Tobey specialises in life insurance and risk protection advice for individuals, families and businesses. He has detailed knowledge of the ever-changing life insurance and risk protection landscape. He efficiently manages claims on behalf of his clients and advocates for them whilst turning complex jargon into easy-to-understand language so that his clients get the best outcome from their insurer and understand the process. Tobey is passionate about providing valuable wealth accumulation, investment and retirement planning advice that clients understand and significantly improves their knowledge, financial situation and life. “I strive to give my clients the confidence to live their best life”. Tobey holds a Master of Commerce degree and Advanced Diploma of Financial Planning; he is a father of two “cheeky” boys and loves spending time with family.