Advisers

Tony Ikraan

Tony is founder and Director of Referred Advisory (formerly known as T Ikraan Financial Services). Tony commenced his career in the financial services industry over 28 years ago in Life Insurance with Colonial Mutual. Over time Tony has provided quality advice to a variety of clients in all aspects of financial planning.

While his experience and knowledge in financial planning is broad and extensive, Tony is also known for his expertise in investments, retirement planning, superannuation, Self Managed Super Funds and social security.

Tony enjoys meeting with clients and receives great satisfaction knowing his advice makes a real difference to their lives.

Tony has completed his Diploma of Financial Planning qualification and is also an accredited SMSF Association Specialist.

John Bu CFP®

John has been a financial adviser with Referred Advisory for over 15 years. John holds an Accounting Degree (Monash University) and his financial planning career also included technical advice roles. He has since successfully completed his Masters of Financial Planning Degree (RMIT) and obtained the distinguished Certified Financial Planner® qualification.

John is passionate to ensure clients maximise and protect their financial future, his financial planning experience and dedication will ensure clients receive great personal and tailored advice.

Away from work John has a family with two young children (Jaxson and Summer) who keep him very busy, what little spare time remains is enjoyed by travelling, dining out and renovating.

David Zuo AFP®

Since graduating from the Horizons Program, David became a Financial Adviser in 2015 and joined Referred Advisory in 2018. David has a strong background in applied mathematics and network analysis (Monash University & Peking University) and his financial planning career included technical advice and paraplanning roles.

David has also successfully completed his Master’s degree (PKU) and obtained the industry recognised Financial Planner AFP® designation.