Anthony has held roles in the financial services industry since 2002 and his passion for the industry continues in his current role as Financial Adviser.
With previous experience in equities and the commercial banking sector, Anthony decided to make the move into financial advice where he could have a bigger, more meaningful impact on people’s lives.
“As a financial adviser, I’m able to see more than just one aspect of my client’s lives which helps me to add more value and assist them holistically.”
With an Advanced Diploma of Financial Planning, a Bachelor of Commerce and a Masters in Commercial Law, Anthony brings a wealth of financial knowledge and a unique perspective to the financial planning space.
Recognising that finances can sometimes seem like another language, Anthony takes the time and care to explain complex financial topics and strategies to all his clients. “My aim is for every client to walk out the door with clarity over their finances and the peace of mind that they can sleep at night.”
With empathy and honesty, Anthony enjoys developing trusted and transparent relationships with his clients. “I don’t believe that there should be any knowledge gap between myself and my clients. I genuinely care about every client that walks through the door and it is so rewarding to be able to improve someone’s situation and take their worries away.”
Living and working on the Central Coast, Anthony feels there are so many people in the region that could benefit from advice; he is looking forward to helping more people achieve financial independence and financial freedom.
- Retirement Planning
- Centrelink Assistance
- Estate Planning
- Aged Care