Anthony has almost 25 years of 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.
"I enjoy working with a diverse range of clients and being able to provide effective and high-quality solutions to their differing financial planning needs."
Anthony prides himself on assisting clients with quality tailored advice specific to his client's personal goals and objectives. The work and advice provided by Anthony can range anywhere from a singular objective that needs addressing, to a comprehensive, holistic financial plan.
Surprisingly, despite sometimes working long hours in the office, Anthony does not have a taste for coffee! He is also a long-suffering Essendon supporter and cricket enthusiast.
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:
- Member, Financial Planners Association
- Advanced Diploma of Financial Planning - Kaplan
- Bachelor of Commerce - University of Ballarat
- Finalist, IFA Excellence Awards 2018 - Risk Adviser of the Year