Anthony Sloan

FWD Financial

Gold
10 Yrs Experience
Lyneham, ACT 2602
Anthony is an experienced advisor with more than 21 years’ financial services, client services and consulting sectors experience.  He is a practiced problem solver who takes the time to understand clients’ values, aspirations, needs and concerns, and uses that information to develop strategies that meet their goals and objectives.   Anthony helps his clients to: * Understand what are they trying to achieve and their drivers * Educate and empower them to make deliberate decisions  * Gain investment exposure that is appropriate and specific to their needs and objectives * Better manage risk and reduce the chance of financial loss * Have peace of mind

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We have both fixed upfront and ongoing fee structures based on your situation and desired level of engagement. Please feel free to ask about our tailored plans, whether you wish to protect, build or enhance your wealth and enjoy your desired lifestyle.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualifications
    • Bachelor of Commerce
    • Bachelor of Engineering
    • Bachelor of Commerce and Engineering (Honours)
  • Language spoken
    • English

FWD Financial

243 Northbourne Ave
Lyneham, ACT 2602

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"I have always found Anthony to be very approachable, totally professional and very caring in our business dealings. Anthony makes contact with me often, to ascertain whether I am comfortable with how my retirement investments are prospering. He goes out of his way to ensure that I and my wife are satisfied with the personal service he provides. In fact we are TOTALLY SATISFIED."

  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Tax Strategies
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Advanced Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Australian National University (ANU)
Completed
2010

Bachelor of Engineering

Level
7 - Bachelor Degree
Institution
Australian National University (ANU)
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Bachelor of Commerce and Engineering (Honours)

Level
7 - Bachelor Degree
Institution
Australian National University (ANU)
Completed
2000

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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