Realise your full financial potential
AFM Wealth Strategy aims to help you in achieving your financial goals and objectives through professional independent goals-based advice.
Realise your full financial potential
We strive for your success by developing and implementing strategic wealth management, protection, and accumulation plans that are tailored to your personal circumstances. We look to develop long term, trust-based relationships with you and build a professional rapport as we reassess and adapt your plans according to your changing needs.
Meet Our Team
AFM Wealth Strategy aims to help you in achieving your financial goals and objectives through professional independent goals-based advice.
We strive for your success by developing and implementing strategic wealth management, protection, and accumulation plans that are tailored to your personal circumstances.
We look to develop long term, trust-based relationships with you and build a professional rapport as we reassess and adapt your plans according to your changing needs.
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)
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)
Jacky Yen
Senior Paraplanner
Nick Barilla
Paraplanner
Lachlan Glover
Paraplanner/Client Services
Kimberley Brown
Client Services Manager
Our Services
Our Services
Specialised Centrelink & Aged Care
Retirement, Super and SMSF Optimisation
Estate Planning
Debt Management
Personal Insurances
Strategic Investment Advice
Our Process
Our Process
Initial Appointment
Our initial appointment is free of charge and provides an insight to the services we provide and if there is scope for us to assist you in achieving your financial goals.
Initial Appointment
Our initial appointment is free of charge and provides an insight to the services we provide and if there is scope for us to assist you in achieving your financial goals.
Initial Assessment Of Circumstances
Following our initial appointment, we would complete an initial assessment of our circumstances where we can investigate potential strategies that may be available.
Initial Assessment Of Circumstances
Following our initial appointment, we would complete an initial assessment of our circumstances where we can investigate potential strategies that may be available.
Statement Of Advice
To present our specific recommendations to you, we will formulate a statement of advice. This will contain our advice on strategy and product which would be most appropriate for achieving your goals.
Statement Of Advice
To present our specific recommendations to you, we will formulate a statement of advice. This will contain our advice on strategy and product which would be most appropriate for achieving your goals.
Liz G
“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”
Val & Kevin
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.
Craig & Karen
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.
Anonymous
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.
Testimonials
Testimonials
Liz G
“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”
Val & Kevin
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.
Craig & Karen
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.
Anonymous
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.
Contact Us
Are you ready to realise your full
financial potential?
Call us to arrange an appointment today!
Phone: 08 8363 4499
Mobile: 0481 863 483
Email: wealthstrategy@afmservices.com.au
Address: 42 Fullarton Road, Norwood SA 5067
Postal: PO Box 2460, Kent Town SA 5071
Contact Us
Are you ready to realise your full
financial potential?
Call us to arrange an appointment today!
Phone: 08 8363 4499
Mobile: 0481 863 483
Email: wealthstrategy@afmservices.com.au
Address: 42 Fullarton Road, Norwood SA 5067
Postal: PO Box 2460, Kent Town SA 5071
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.
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.