Financial Adviser · MEREWETHER, NSW

Toni Rita Storr

MEREWETHER, NSW
9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001255080
Currently at
Melbourne, VIC (firm address)

Toni Rita Storr is a financial adviser based in Merewether, New South Wales, with 9 years of experience in the financial services industry since 2017. Toni is currently authorised under Capstone Financial Planning, operating through Storr & Co Financial Planning. Toni holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Toni's qualifications include a Bachelor of Commerce from University of Newcastle. Toni is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Deposit Products

Restrictions: Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.

Authorised to provide tax financial advice services

Qualifications and Training

1993
LAW101 Foundations of Law
University of Newcastle
1996
COMM317 Taxation A
University of Newcastle
1998
Bachelor of Commerce
University of Newcastle
1999
Chartered Accountant (CA)
Chartered Accountants Australia and New Zealand (CA ANZ)
2013
CA SMSF Specialist
Chartered Accountants Australia and New Zealand (CA ANZ)
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education

Registration History

Jun 2026 - Present Current
Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
May 2017 - May 2026 Ceased

Source: ASIC Financial Advisers Register