In a financial services career spanning 20 years, I have dedicated myself to becoming an expert in leading many Wealth Management & Advice organisations. I strive to be known as a high-performance professional with the utmost level of personal and commercial integrity.
I have worked for many banking & wealth management institutions including ANZ Bank and National Mutual and Norwich Union, as well as several privately-owned boutique financial services firms.
In addition, I have extensive experience in assisting financial services organisations implement strategy and successfully delivering Risk and Governance Management solutions for their compliance frameworks and clients.
I hold a Diploma in Financial Planning and an Advanced Diploma in Financial Planning including an accreditation as a SMSF Adviser. I also hold a Business Degree with a major in Economics from the Victoria University and have a Graduate Diploma in Applied Finance and Investment from FINSIA.
My knowledge and experience will help you plan, implement and manage your financial plan. A creative man with a passion for photography, art and design, I also enjoy working with other professional creatives in managing their financial future.
I love spending time with my wife and two children and also a proud founding member and director of the Melbourne Golf Club.
many thanks to robert his thorough and expert advise was awesome in fulfilling our requirements, highly recommended tony alagna
Overall easy and very helpful. Explain everything and great follow up and service.
Robert Anthony has given me advice in areas including superannuation. Robert Anthony has always been able to explain things to me in a clear way. Through Robert Anthony's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Robert Anthony's full care and attention when I needed it.
Robert Anthony has given me advice in areas including personal insurance and loan products, self managed super funds and managing debt. Robert Anthony explained things to me in a clear way..............I feel very confident that the advice given was right for my needs. I received Robert Anthony's full care and attention when I needed it. I have no hesitation in recommending Robert Anthony to prospective clients or anyone that is unsatisfied with their current financial planner.
Robert Anthony has given me advice and strategies for managing debt and superannuation to get the best out of my income and set me up for any future investments.
- Adviser status Gold
- Number of reviews 14
- First year providing advice 2018
- Years of experience 5
- Bachelor of Business
Ariston GroupLevel 27, 101 Collins St
Melbourne, VIC 3000
- 10:00am – 12:00pm Saturday
- 9:00am – 6:00pm Monday – Friday
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