Wealth Solutions Partner
Anthony has worked in the financial planning industry since 2007 and is passionate about forming meaningful relationships with clients and stakeholders. As a Wealth Solutions Partner AFP®, BCom, DipFP for Findex, Anthony specialises in developing comprehensive financial strategies tailored to a client’s specific objectives and needs.
Anthony thrives on having detailed discussions with his clients and taking the time to identify their lifestyle aspirations, financial objectives, and personal values, ensuring that any proposed strategies continue to meet these needs. Anthony holds a Bachelor of Commerce (Accounting) and Diploma in Financial Services (Financial Planning). He is also a member of Financial Planning Association of Australia (FPA).