Your Advisers

Carly Tonkinson

Carly Tonkinson

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Paul Larkin

Paul Larkin

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Ian Tonkinson

Ian Tonkinson

Ian joined the Financial Planning industry in 1987 and has played an active part of industry change and development ever since. He has a Bachelor of Arts degree (Economics) and has served on several professional boards. He has offered cutting edge commentary on 2UE and 2GB for more than 20 years and travelling the world to speak at financial seminars Ian is passionate not only about the financial planning industry, but the clients in his care.

Philosophy

Ian believes a strong relationship with his clients will provide the best outcomes. His years of experience offer clients a wealth of knowledge and expertise. An in-depth understanding of both investment markets and legislation enable Ian to develop the right strategies for his clients, coming from various walks of life.

Personal

Ian lives in the heart of Sydney and has a love of travel. Visiting new places, meeting new people and experiencing new things is always top of his agenda when it's time for a break.

Carly Tonkinson

Carly Tonkinson

Commencing work in the Financial Planning industry in 1996, Carly has been providing personal advice to clients for over 10 years. In 2009 Carly completed the Certified Financial Planner accreditation, the highest professional certification to be awarded to Financial Planners. Carly has appeared regularly on both 2UE and 2GB and currently speaks regularly on 2GB offering her professional expertise to listeners of a popular talkback program.

Philosophy

Carly has a strong focus on the technical aspects of financial planning and the importance of maintaining a high level of knowledge and skills to provide the best results for her clients. Putting in place the right strategies to meet your personal goalsand aspirations, and working together to reach these goals is the cornerstone of the successful long term relationships Carly develops with her clients.

Personal

Carly lives with her young family on Sydney's Northern Beaches. Travel, museums and books would be considered her passion. Mostly she enjoys introducing her young children to the many amazing things Sydney has to offer.

Paul Larkin

Paul Larkin

Paul joined the financial planning industry in 2000 and has since been providing personal & strategic financial advice to a broad range of clients. Paul graduated with a Bachelof Arts (Economics) from the ANU & is currently completing his final unit of the Certified Financial Planner accreditation, the highest professional certification to be awarded to Financial Planners.

Paul is a regular contributor on the popular 2GB talkback program providing expertise & valuable insight to listeners.

Philosophy

Paul has a particular focus on making the advice process easy & undertandable for his clients whilst providing the best possible outcome for their long term finances. He has a warm & empathetic demeanour when discussing the most important issues & goals with his clients. Creating strategies that aim to meet his clients personal financial goals & objectives is the core component to Pauls ongoing advice relationships.

Personal

Paul lives in Sydney, is married to Caroline and has 3 young daughters. He is a mad keen sportsman & loves the great outdoors & travelling when he can with his young family.

  • COVID-19 resources -Update July 2020

    Several new links have been added to the many already in this article, links that date back to the beginning of the COVID-19 pandemic. If you have any questions, or require further assistance, please send us an email or phone.

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IT Financial Services, ABN 48 097 884 976, is an Authorised Representative of Apogee Financial Planning. Apogee Financial Planning Limited ABN 28 056 426 932 is an Australian Financial Services Licensee and has its registered office at 105 - 153 Miller Street North Sydney NSW 2060. A member of the National group of companies.