Anthony Chiefari

Evans and Partners

Silver
11 Yrs Experience
Sydney, NSW 2000

Anthony has more than 10 years’ experience in private wealth management and has been with E&P since 2011.

He provides advice and consulting services to high-net-worth individuals, companies and charitable trusts and has proven expertise across all asset classes to construct investment portfolios designed to meet individual client goals and objectives.

Anthony also works closely with the E&P Investment Committee and Product Review Group in helping to create the firm’s investment strategy, including asset allocation decisions, portfolio construction guidance and product review and selection. Anthony uses the insights generated from these internal and external networks to deliver portfolio solutions to his own private clients.

Anthony holds a Bachelor of Commerce, majoring in Finance and Management, from The University of Sydney. He has also completed a Graduate Diploma of Financial Planning and a Master of Applied Finance from Kaplan Professional. He completed his FASEA Financial Adviser Exam in December 2020.

Expertise

  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Socially Responsible
  • Growing Assets

My fees

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

At a glance

  • Adviser status Silver
  • First year providing advice 2014
  • Years of experience 11
  • Highest qualification
    • Master of Applied Finance (Financial Planning)
  • Language spoken
    • English

Evans and Partners

Level 32, 1 O'Connell St
Sydney, NSW 2000

Meeting methods

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

Licensed by

Evans and Partners

AFSL 318075