I am an Authorised Representative of Charter Financial Planning and have been working with Geographe Financial Group as a Financial Advisor since 2010. I have lived in the Busselton area for over 20 years and have children attending High school in Busselton. I love our Southwest lifestyle and have interests in boating, fishing, diving, camping, kid’s sports, football, running and sailing and am a member of a local Apex Club. I enjoy the relationship with my clients and especially enjoy advising, assisting and guiding my clients in achieving their goals. I work closely with a team of advisors with over 100 years’ of experience between them, along with excellent support staff, to assist in providing to you, quality advice tailored to meet your specific needs and objectives.
Anton is friendly and professional, I have confidence in his advice and knowledge. I have no problems recommending Anton to others.
Anton helped me with getting all my super together and gave me an understanding of how these are invested. Anton also helped me with my budgeting and put me on track to save for my goals. Anton explained everything clearly so that i could understand easily. The staff in the office are very helpful and responded to my queries very quickly.
Anton is able to explain his advice in a manner which is clear & understanding. He has encouraged me to set goals and continue to work on achieving them.
Anton is well versed in the area of investment, insurance and superannuation. Beyond that he manages to articulate the various strategies and plans to myself and my wife in a way that is clear and easy to understand. The result being our decision making on our investments is safer, aligned with our goals and more successful. I would be happy to recommend Anton.
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2010
- Years of experience 13
- Advanced Diploma of Financial Planning
Geographe Financial GroupUnit 3 and 4, Palm Court Arcade, 62 Kent Street
Busselton, WA 6280 7B Parkfield Street
Bunbury, WA 6230
Charter Financial Planning