Adviser Profile

Anthony is an experienced adviser with a career spanning across the financial services, client services and consulting sectors since 2000.

He is a practiced problem solver in both individual and group settings; firmly believing that a collaborative and consultative approach is the cornerstone of success. He takes the time to understand a client’s values, aspirations, needs and concerns from which he develops prudent strategies to meet their goals and objectives. He has a keen interest in Insurance, Investments and Succession.

He has completed a Bachelor of Engineering (Hons) and Commerce (Finance) at the Australian National University and an Advanced Diploma in Financial Services (RG146). He has also completed a Certificate IV in Finance and Mortgage Broking. He is a Financial Planning member of the FPA and an Associate Member of the FBAA and currently completing a Masters of Applied Finance at Macquarie University with a retirement specialisation.

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