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Who We Are

Who We Are - Behind The Scenes Strategy Research for Family Business Advisory (FBA)

Welcome!

This site has been specifically designed for Family Businesses as a “go-to” resource for those Family Offices, High-Net-Worth and Ultra-High-Net-Worth individuals and families wanting to GROW, PRESERVE and ENSURE LONGEVITY of their Family Dynasty.

At Family Business Advisory (FBA), our purpose is to help family businesses succeed on a sustainable basis. As such, we provide you with access to specialist family, business and technical services with a goal being to generate opportunities for families in business.

Our service offering makes life easier for busy business owners, professionals and their families. This is achieved by providing centralised management of your complex financial affairs and investments supported by a trusted point of contact.

In support of your chosen lifestyle goals, we provide you with the best lifestyle management advice via a coordinated approach, along with regular updates and the best solutions to efficiently manage your financial affairs.

Here at FBA, we have an established network of trusted professionals to give you the best solution for each life event. Your affairs will be managed discretely and efficiently, and you will have full knowledge and control of all activities.

Moreover, we work at all times to give you peace of mind and proactive support to help navigate any changes in the market brought about by legislative changes, geopolitical events and general market conditions – all to maximise your personal wealth and security.

These services are provided by FBA, in association with the Wealth IQ Group.

FBA Executive Team

ADFP, ADA, SSA, SAPEPAA, JP (SA)

Tony Skinner

Co-Founder & Managing Director

Tony-Skinner - Co-Founder & Managing Director

Goal and Role:

Tony’s goal is to provide you and other FBA clients with the tools and/or education to build, increase and maintain your family’s wealth. The multi-generational transfer of family wealth is also a key consideration in all planning advice given by Tony.

Above all, whether you want to take charge of your own portfolio or find someone you trust to look after things for you, as a leading financial planner in Adelaide, Tony is more than happy to oblige.

Phil Manhire

Co-Founder & Client Services Director

Phil Manhire

Goal and Role:

Phil’s role is in part, similar to that of Tony’s, i.e., to provide you and other FBA clients with the tools and/or education to build, increase and maintain your family’s wealth.

A constantly moving landscape of market conditions, legislative changes and geopolitical events all have the potential to impact a family’s business objectives. To help ensure that such situations can result in positive outcomes for the family business, Phil is constantly researching opportunities for the FBA clientele.

Phil is the person to contact initially as his position also encompasses the important client liaison role.

Qualifications:

Associate Diploma Accounting, Advanced Diploma Financial Services (Financial Planning), This is along with various qualifications in communications, presentations and business writing, SSA accreditation as a Self-Managed Super Fund Specialist Adviser.

Experience:

As a business professional for more than 35 years, Tony has performed a variety of roles over that time. Importantly, the most relevant to you would be:

Experience:

As a consultant and business professional for more than four decades, Phil has developed a wide range of skills in a variety of roles over that time. Importantly, the most relevant to you would be:

His expertise includes:

 

Given his vast experience, Tony is able to view your financial situation from many angles, with the view to providing a holistic tailored solution for you. As a side note, Tony has won many awards for service excellence and exceeding benchmarks and expectations. 

This array of skills and experience has provided Phil with opportunities such as conducting “Money Workshops” for YPO (Young Presidents’ Organization) Members’ children (6-18 y.o.). He has also served on the Advisory Panel for a government Small Business Authority. Additionally, as a passionate anti-corruption activist, Phil has worked with bodies such as UNCAC (United Nations Convention Against Corruption) to help alleviate corruption in government, politics and business. 

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