Anthony Simpson

Manly Financial Services

Silver
13 Yrs Experience
Manly, NSW 2095
I have been involved in the financial services industry for over 24 years.  In that time I have provided advice to a range of clients and also managed financial planners in the provision of quality advice. I am passionate about advice and helping my clients achieve their financial goals, via superannuation, investments, insurance, debt management, cash flow management and retirement solutions.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualifications
    • Advanced Diploma of Financial Planning
    • Diploma of Financial Markets
  • Language spoken
    • English

Manly Financial Services

Level 1, Suite 105 and 106, 39 East Esplanade
Manly, NSW 2095

Licensed by

Futuro Financial Services Pty Ltd

AFSL 238478

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

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5.00

"Nothing was too much trouble I received first class service."

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

"Anthony was really attentive to my wife and my needs. He took the time to guide us through the steps necessary to achieve our goals in a way which was easy to understand. He also made himself available to fit in with our schedule which was a great touch."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Markets

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2003

Diploma of Financial Services

Level
5 - Diploma
Institution
ThreeSixty
Completed
1999

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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