Summary

Qualifications Bachelor of Commerce, Australian National University Diploma of Financial Planning Specialisations – Listed Investments – Self-Managed Super Funds (SMSF) – Margin Lending and Geared Investments – Aged Care Memberships Certified Financial Planner (CFPTM) SMSF Association Specialist Adviser (SSATM) Anthony is a formally qualified and skilled senior financial adviser providing leadership, guidance and advice in areas of wealth and investment portfolio management, complex financial planning, personal risk insurance and superannuation strategies. He has a special interest in estate planning, and he’s also a very good listener! Anthony helps executives and senior managers, business owners, high net wealth individuals and family groups to achieve financial outcomes that enable them, and those who depend on them, to live rich and fulfilled lives. He continually strives to deliver reliable financial outcomes, all of which have been carefully calibrated to match individual circumstances. Anthony is forward-thinking, yet constantly draws from hindsight and lessons learned over the thirty plus years of his financial services career. He offers his clients a proactive and holistic advice approach that aids decision making now, while remaining considerate of future financial and lifestyle circumstances including intergenerational wealth planning.