Anthony has over 15 years' experience in the provision of financial services within the Ballarat community.
He has significant experience in advising clients on investments, retirement planning and superannuation.
Anthony has specialised knowledge regarding the provision of compliant advice documents to clients, assisting them in meeting their financial goals and objectives on an ongoing basis.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282
Solutions Anthony provides
Anthony provides expert knowledge in the following areas:
- budget planning
- personal wealth creation
- direct share trades
- tax effective retirement planning leading up to and during retirement
- superannuation analysis
- wealth protection strategies via life cover, total and permanent disability cover, income protection and trauma insurance
- gearing strategies
- portfolio reviews
- investing for self-managed superannuation funds
- determination of Centrelink eligibility
- Member, Financial Planners Association
- Bachelor of Commerce at University of Ballarat
- Advanced Diploma of Financial Planning via Kaplan
- FINALIST, IFA EXCELLENCE AWARDS 2018 - Risk Adviser of the Year