44 Reviews

Anthony Cerantonio

Crest Wealth Advice Pty Ltd

Gold

8 Yrs Experience

Broadbeach Waters, QLD 4218

About Anthony
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

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.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Complex Investments
Tax Strategies
Growing Assets
Budgeting

5.00 November 2023

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.

4.75 May 2023

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.

5.00 April 2023

Very happy every time we see Anthony.

5.00 March 2023

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).

4.50 March 2023

Very professional and explained all that we needed to know in a way that we could understand.

Adviser status Gold
Rating 4.89
Number of reviews 44
First year providing advice 2016
Years of experience 8
Highest qualification
- Bachelor of Commerce
Language spoken
- English

Broadbeach Waters, QLD 4218 – Google Maps

Crest Wealth Advice Pty Ltd

4 Miami Ky
Broadbeach Waters, QLD 4218

8:00am – 7:00pm Monday – Friday

Crest Wealth Advice Pty Ltd

AFSL 531122

Anthony Cerantonio

Crest Wealth Advice Pty Ltd

Expertise

My fees

Recent reviews

At a glance

Crest Wealth Advice Pty Ltd

Opening hours

Licensed by

Crest Wealth Advice Pty Ltd