Private Client Adviser
Anthony has been working in the financial planning industry for over five years. He is a qualified financial planner and provides high quality advice in a clear and concise way to ensure his clients have a full understanding of strategies required to maximise their financial position. Not only does Anthony aim to help clients achieve their financial objectives, his goal is to ensure their finances are working harder for them, and not against them.
Anthony has a wide skill set with a strong focus on providing holistic advice for clients who have retired or are approaching retirement. This includes maximising Age Pension entitlements, superannuation strategies, investment advice, and to ensure clients have sufficient cash flow during retirement.
In addition, Anthony can also provide strategic advice for clients that need to move into aged care. He understands that this can be a challenging time for the client and their family, so his goal is to reduce this financial stress so clients can focus on their health and being with family. This can be achieved by providing options for the family home, how to fund the accommodation bond, minimising ongoing aged care fees and maximising the Age Pension.
Anthony has completed a Bachelor of Business degree through the Queensland University of Technology and is pursuing further education to strengthen his knowledge and expertise. Anthony is also involved in IMPACT 100 Tasmania which aims to raise funds for projects that strengthen the community whilst making a lasting positive impact on the quality of life for Tasmanians.Make an appointment
The financial planning process starts with an initial meeting (at our cost) to discuss your needs, objectives and financial circumstances. To ensure that this meeting is as productive as possible it is important that you bring along any relevant materials including a position statement and investment and insurance details. We look forward to working with you.