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Contact Anthony

E: [email protected]
T: +61 3 5330 5800

Anthony Riding
Principal - Ballarat


Office : Ballarat
Services : Wealth Management Services, Debt management, Personal risk, Retirement planning
Sector : Family Law
Biography

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

Professional associations

  • Member, Financial Planners Association

Qualifications

  • Bachelor of Commerce at University of Ballarat
  • Advanced Diploma of Financial Planning via Kaplan

basic_illustrations-01-award_best_practice.pngAWARDS

  • FINALIST, IFA EXCELLENCE AWARDS 2018 - Risk Adviser of the Year
Publications

Fundamentals of Financial Success | Pillar 6 – Planning your estates

15 November 2017
Throughout the Six Fundamentals of a Strong Financial Plan series, we've discussed some of the fears that you may face in making a decision regarding your financial plan and how the barrage of attention-grabbing headlines and world events distract you. We've highlighted the importance of focusing on these six key pillars of personal finance...
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Fundamentals of Financial Success | Pillar 5 – Structure your wealth

8 November 2017
During this series we've discussed some of the fears that people have in making financial plans and decisions due to media grabbing headlines and world events and why implementing the fundamentals a financial plan can set you up for success. In previous parts of this series, we covered the first four key pillars. These being managin...
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Fundamentals of Financial Success | Pillar 4 – Engage with your Super

1 November 2017
As discussed in part one to three of the series The Six Fundamentals of a Strong Financial Plan, it's important to remember that there are always going to be events that are happening locally or internationally that will impact financial markets. What's important is your view and plan for the long term ensuring that you have adequately prep...
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Fundamentals of Financial Success | Pillar 3 – Inefficient debt

25 October 2017
As discussed in part one and two of the series The Six Fundamentals of a Strong Financial Plan, it's important to remember that there are always going to be events that are happening locally or internationally that will impact financial markets. What's important is your view and plan for the long term ensuring that you have adequately prepa...
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Fundamentals of Financial Success | Pillar 2 – Personal risk

18 October 2017
As discussed in part one of the series The Six Fundamentals of a Strong Financial Plan, it's important to remember that there are always going to be events that are happening locally or internationally that will impact financial markets. What's important is your view and plan for the long term ensuring that you have adequately prepared your...
Read more

Fundamentals of Financial Success | Pillar 1 – Manage your cash flow

12 October 2017
With all the noise in the media and the constant barrage of headline-grabbing news around recent superannuation changes, it’s easy to feel overwhelmed and even confused about how all this will affect your personal financial success. Financial commentators and journalists have had a banquet of events to spin, flooding the regular press ...
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