Anthony has been in the Financial Services industry for seven years and is a certified financial planner. He began as a technical analyst and now works directly with clients as an Adviser. He specialises in strategic and investment advice to help clients achieve their lifestyle and financial objectives.
Anthony is authorised to provide advice on managed investments, superannuation, personal insurance, securities, margin lending and self managed superannuation to establish a SMSF, investment advice and limited recourse borrowing arrangement strategic advice.
The following products can be offered by Anthony: managed investments, superannuation, deposit taking facilities, margin lending facilities, personal insurance (e.g. life insurance), portfolio administration services, retirement savings accounts, securities, structured products, government debentures, stocks and bonds.
After growing up on a farm in Western Victoria Anthony went to school and university in Ballarat. After a degree in Applied Science he completed an Advanced Diploma of Financial Services (Financial Planning).
In an alternate universe Anthony would be Sachin Tendulkar — The Little Master and greatest run scorer in cricket history.
Able to provide access to the following Financial Services through First Financial:
Financial planning advice | Wealth accumulation advice | Superannuation advice, including Self Managed Superannuation Funds | Redundancy advice | Retirement advice | Gearing strategies | Cash flow advice | Social security benefits advice | Centrelink | Life and disability insurance advice | Estate planning services (financial planning)
Authorised to provide advice on the following services:
Managed investments | Superannuation | Personal insurance | Securities | Self Managed Superannuation | Margin lending
Authorised to offer the following products:
Managed investments | Superannuation | Deposit taking facilities | Margin lending facilities | Personal insurance (e.g. life insurance) | Portfolio administration services | Retirement savings accounts | Securities | Structured products | Government debentures, stocks and bonds
AFL Team: Hawthorn