Wealth Strategy
Growing Money, Financial Advice
AFM Wealth Strategy helps you reach your full financial potential by providing independent, holistic, goals-based advice.
AFM Wealth Strategy is a Corporate Authorised Representative of Independent Financial Adviser Australia (AFSL 464629)
AFM Wealth Strategy is proudly Independent and adheres to the strict Gold Standard Independence Definition of the Profession of Independent Financial Adviser (PIFA) – learn more here
General Advice Warning
This information has been prepared without taking into account your objectives, financial situation, or needs. You should not act on any advice without considering the appropriateness of that advice in the light of your own circumstances. You should always seek individual personal advice.
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General Advice Warning
This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should always consider the appropriateness of any advice in light of your own circumstances.
Please see our Financial Services Guide here.
Please see our Privacy Policy & Data Collection Statement here.
AFM Wealth Strategy Pty Ltd (ASIC # 343788), Antony Cafarella (ASIC # 244698), and Zac Kessner (ASIC # 1299514) are Authorised Representatives of Independent Financial Adviser Australia Pty Ltd, AFSL 464629.
Our Process
Free of charge, overview of services, assess fit.
Review your current financial situation and explore strategies.
Formal recommendations tailored to your goals, including strategy and product suggestions.
Blog
10 steps to help you grow your business Step 1: Offer new products/services One way to grow your business
Meet Our Team
Tony Cafarella
- Director of AFM Wealth Strategy
- 15+ years experience with Centrelink
- 20+ years experience as an adviser
- Practicing Member and Board Member of PIFA (Profession of Independent Financial Advisers)
Zac Kessner
- Senior Adviser at AFM Wealth Strategy
- 3 years with AFM Wealth Strategy
- Specialist in Aged Care & Centrelink
- Associate member of PIFA (Profession of Independent Financial Advisers)
Zac Kessner
- Senior Adviser at AFM Wealth Strategy
- 3 years with AFM Wealth Strategy
- Specialist in Aged Care & Centrelink
- Associate member of PIFA (Profession of Independent Financial Advisers)
Nick Barilla
Nick is currently in the process of becoming a Financial Planner. Having completed his studies and his Financial Adviser Exam in June 2025, Nick commenced his Professional Year in November 2025. Nick is now a provisional authorised representative of Independent Financial Advisers Australia and is looking forward to building on his knowledge and skills in the Financial Planning Industry.
Outside of work and study, he enjoys spending time with his loveable pup, Pepe, and staying active through sports like basketball and football.
Lachlan Glover
Lachy is a dedicated paraplanner at AFM Wealth Strategy, bringing a strong foundation in economics, finance, and trade.
Having recently completed his Bachelor of Business at UniSA, he is currently pursuing his Master of Financial Planning, with ambitions to become a qualified Adviser in the near future.
Lachy works closely with experienced Advisors to further develop his expertise and deliver comprehensive strategies.
Outside of his professional and academic pursuits, he enjoys staying active through golf, gym, surfing, and exploring new activities, reflecting his diverse range of interests and commitment to a balanced lifestyle.
Jack Nolan
Jack is a dedicated Paraplanner at AFM Wealth Strategy, who has recently completed his study of a Bachelor of Business (Financial Planning) with aspirations to complete a Professional Year and become a Financial Adviser.
Outside of work and study, Jack lives an active lifestyle, enjoying football, camping and golf.
Kimmie Brown
With a strong background in management and a proven track record in customer relations and service excellence, Kimmie is the AFM Wealth Strategy Client Services Manager.
Known for her infectious smile and sense of humour, Kimmie brightens up the office atmosphere every day.
She’s also always prepared, keeping a stash of snacks for everyone to enjoy – a thoughtful touch that’s appreciated by all.
Beyond her role at AFM, Kimmie’s creativity shines through in everything she does, from whipping up culinary masterpieces to capturing moments behind the camera, to designing digital artwork.
Her fresh perspective and vibrant energy bring a unique spark to our AFM family.
Meet Our Team
Tony Cafarella
- Director of AFM Wealth Strategy
- 15+ years experience with Centrelink
- 20+ years experience as an adviser
- Practicing Member and Board Member of PIFA (Profession of Independent Financial Advisers)
Zac Kessner
- Senior Adviser at AFM Wealth Strategy
- 3 years with AFM Wealth Strategy
- Specialist in Aged Care & Centrelink
- Associate member of PIFA (Profession of Independent Financial Advisers)
Testimonials
Not convinced?
See what our clients have to say.
As a new client (nervous with change) I am really impressed with communications and information sessions. Not to mention the friendly staff I have met/or had contact with.
- Liz G
We have been using AFM Financial Management Services (Tony) since we retired in 2020. We are extremely happy with the advice and financial strategy that Tony has put in place to suit our individual needs. During this time we have seen our investment grow at a better than expected rate. We have an excellent relationship with all the staff and have found them very supportive and helpful and are great at their jobs. We cannot recommend them highly enough.
- Val & Kevin
We have been with AFM since 2018 and in our opinion, could not have picked a better company to provide sound financial advice. Tony and Zac have always been very professional, understanding our needs and taking the time to explain strategies for the now and future goals. They have put our minds at ease with recent financial market turbulence providing good direction resulting in positive outcome, along with the comfort that our finances are in good hands. All the staff at AFM are a very friendly group and cannot do enough for you. Thoroughly recommend.
- Karen & Craig
In AFM Wealth Strategy, we have found a Financial Adviser who has taken the time to get to know us, understand our needs and work effectively to deliver outcomes of a high standard. Working with them, we have enjoyed a genuine personal approach, beautifully balanced with a strong alignment to our business culture of integrity, professionalism and individualised solutions.
- Anonymous
Contact Us
Are you ready to realise your full financial potential? Call us to arrange an appointment today!
Important Information:
Please review our Financial Services Guide (FSG) and Privacy Policy for details on our services and how we handle your information.