Anton Boreckyi

Melbourne East Insurance and Financial Planning Services Pty Ltd

4.85
1 Review
Gold
41 Yrs Experience
Preston, VIC 3072

Recent reviews

Melbourne East Insurance and Financial Planning Services Pty Ltd

232 High Street
Preston, VIC 3072

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 1
  • First year providing advice 1981
  • Years of experience 41
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Please refer to my Financial Services Guide

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.85
1 Review
5
4
3
2
1
4.70
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Anton answers any enquiries that I have very quickly and is happy to have a face to face meeting at my home. He stays up to date with my situation and often has several strategies to suggest as my financial needs change"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2007

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2000

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Savings Factory Ltd
Completed
2010

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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