Anthony Smith

Cooper Reeves Pty Ltd

Gold
5 Yrs Experience
Salisbury, QLD 4107

Recent reviews

Cooper Reeves Pty Ltd

Level 1, 172 Evans Road
Salisbury, QLD 4107

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 10
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Bachelor of Commerce (Accounting and Financial Planning)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Licensed by

Count Financial Limited

AFSL 227232

4.95
10 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 10

Sort by

4.75

"I feel confident that Anthony is able to help me with my financial needs. I am grateful that I was recommended to him. I find the financial world difficult to navigate. His friendliness, care and attention to helping me understand was, and is, very much appreciated. It's refreshing to find someone who's willing to take an interest personally in a client and stay very focused on the business at hand. I also appreciate his willingness to confer with colleagues."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony listened, advised and explained to me in a clear way the best way to invest for my future particularly towards retirement and right for my needs. I felt confident and comfortable in my decision because Anthony had explained things to me in a simple way."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony helped me out with a family situation, where I needed advice about investments, superannuation and pension issues. He spoke to me in an easy to understand way and all my questions were answered simply. Anthony made me feel at ease straight away and I left feeling confident, knowing that I had good strategies in place for the future. I know that if ever I need advice again, Anthony has the knowledge and experience to help me."

  • Government Assistance
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has given me advice on areas including budgeting, and self managed super funds. Anthony explained things to me in a very clear way the strategies to move forward positively in these areas.. Through Anthony's knowledge and experience, I feel very very confident with the advice that he gave and that it was right for my current needs. Anthony provided me with his full care and attention for which I am very grateful. I would highly recommend Anthony for financial advice."

  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has been fantastic, he's communication is very quick, he's easy to understand and extremely thorough. I couldn't be happier with his services."

  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"From day one Anthony has given me peace of mind and understanding with my Super, Shares, Centrelink concerns, helped me understand renewing my Will and Power of Attorney recently. He is always so prompt returning my calls, emails and requests immediately. He has always made me feel a valued client of Cooper Reeves. I can honestly say he’s the best advisor I have dealt with at Cooper Reeves since being with the company for the last 25yrs from memory. Thank you Anthony, you are a wonderful human being professionally and personally. Cheers Lorraine Bell"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Anthony was extremely helpful in managing our cash flow superannuation and an insight to aged care He had also helped us in self contributions to superannuation and tax related mattetd"

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has always been helpful with my needs & really on board with helping track my cash flow. He has helped me implement this strategy into my daily life & I have now become more aware of where i'm spending my money & what i could tighten in my budget. I highly recommend Anthony to my friends as he has helped me tremendously."

  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has given me advice in areas including superannuation, annuities, and age pension, plus advices in managing my Husband's estate following his decease. Anthony's knowledge and experience, has given me confidence his advice was right for my needs. I always receive Anthony's full care and attention when I need it."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has been giving me financial advice since my move to Brisbane nearly three years ago after the death of my partner. He has given me advice that has enabled me to understand how to best manage my finances. I now feel very confident that my finances are in a good position due to Anthony's advice. He is a very knowledgeable and competent financial advisor. He is able to explain things in a manner that shows his expertise but is also easy for me to understand. I always feel that Anthony gives me his full attention when we speak. He is approachable and I know he has my best financial interests in mind,"

  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Accredited Listed Product Adviser (ALPA)

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

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2010

Bachelor of Commerce (Accounting and Financial Planning)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2010

Principles of Margin Lending

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2018

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Anthony's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Anthony able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Anthony's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Anthony to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Anthony?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Anthony provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Anthony may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Anthony Smith
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens

Contact details