I have over 13 years’ experience in public practice and has been providing financial advice since 2016.
I am qualified as a Chartered Accountant and also hold a Bachelor of Business, majoring in accounting.
I love helping clients retire and to assist with the transition from employed to retired, ensuring they have peace of mind that they will have enough money to fund the lifestyle they desire. I am also able to provide clients with holistic financial advice, encompassing wealth creation, wealth creation and tax planning.
We have followed Anthony wherever he goes he has helped us so much we would not be in the position we are now if it weren't for Anthony.
I would say Anthony has very competent and up to date knowledge to enhance my pension fund and the volatile market situation. Anthony also gave me help with my tax situation and helped me with the necessary paperwork. Broad skills and use of technology very clear and useful especially for visual understanding. Also very personable and easy to speak with. Am more than happy with how things are going. Nothing seems to be a problem. Thanks.
Very happy every time we see Anthony.
We have greatly benefited from Anthony's knowledge and expertise. He is very professional and always takes time to explain things in 'layman's terms'. We have no hesitations in recommending Anthony's services to friends (and already have).
Very professional and explained all that we needed to know in a way that we could understand.
- Adviser status Gold
- Number of reviews 44
- First year providing advice 2016
- Years of experience 7
- Bachelor of Commerce
Crest Wealth Advice Pty Ltd4 Miami Ky
Broadbeach Waters, QLD 4218
- 8:00am – 7:00pm Monday – Friday
Crest Wealth Advice Pty Ltd