Anthony Galle

Gm Wealth Management Group

Gold
20 Yrs Experience
Fitzroy North, VIC 3068

Recent reviews

Gm Wealth Management Group

650 Nicholson Street
Fitzroy North, VIC 3068

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 6
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Australian Financial Group Pty Ltd

AFSL 429459

4.95
6 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Anthony has given our family financial advice for the past 3 consecutive years in all areas of finance, including and not limited to personal spending, strategic savings on Superannuation, insurance and investments. Anthony always gives unbiased financial advice and counseling during our annual reviews as well as anytime we needed support on family financial decisions."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has given me and my husband great advice in so many ways over the years. What ever questions we have, Anthony will always have an answer. He was usually able to explain things to us in a clear way. Through Anthony's knowledge and experience, we feel extremely confident that advice given was right for our needs. We always received Anthony's and his teams full care and attention when we needed it."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony is extremely knowledgeable when it comes to superannuation and saving for retirement. I feel very confident in the advice given will allow my husband and I to retire early. His experience and his ability to explain issues in a clear and concise way was fantastic."

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

"Anthony has been our trusted family adviser for over 10 years. During that time he has advised us through pre-retirement in a regular superannuation fund, all the way through to a sophisticated Self Managed Fund where I could invest in properties, along with shares and fixed interest. He has also helped me receive Centrelink benefits along the way that I could never have got on my own, and also organised our Wills and Estate plan."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"From the day my wife and I met Anthony it's all about us and how he can help us grow our wealth at the level we are happy to undertake, his advise is clear, no grey area's, If he feels we need to move from an investment he has all the facts presented, together we make a decision best suited to us. Anthony provides much more services with the same positive drive. We are now the 2nd generation in my family that Anthony watches over."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has been a trusted adviser for my financial portfolio for 7 years. During this time i have found him to be reliable, easily approachable and explains financial products and applications clearly and succinctly for me to make informed financial decision. I would recommend him to anyone requiring a dependable Financial Advisor."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

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

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2001

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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