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
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.
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.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2012
- Years of experience 11
- Bachelor of Commerce
- Bachelor of Engineering
- Bachelor of Commerce and Engineering (Honours)
FWD FinancialOracle, G001, Suite G.06, 243 Northbourne Ave
Lyneham, ACT 2602
- 9:00am – 5:30pm Monday – Friday
- In person
- Video call
Lifespan Financial Planning