Role: Financial Advisor
Industry Experience: 20+ Years
Specialties: Wealth Management
About Anthony: Anthony has worked in the financial services industry for over 20 years, starting in share trading roles with both CommSec and UBS Wealth Management, before a change into the commercial banking sector with The Commonwealth and St. George Banks. With a desire to play a more substantial role in helping his clients, Anthony transitioned into Financial Advice in 2013 and has been a qualified Financial Adviser for over 10 years.
Ultimate Retirement Plan: Anthony loves his job and the opportunity to make a positive impact on people's lives. He enjoys partnering with each of his clients and takes great satisfaction in seeing them attaining a lifestyle that is financially secure and independent.
Qualifications:
Bachelor of Commerce (Economics & Marketing) – Macquarie University
Master of Commercial Law – Macquarie University
Diploma of Financial Planning – Kaplan Professional
Advanced Diploma of Financial Planning – Mentor Education
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