Anthony Denaro

Invest Blue Pty Ltd

Platinum
11 Yrs Experience
Malvern, VIC 3144

Recent reviews

Invest Blue Pty Ltd

Suite 319, 25 Milton Parade
Malvern, VIC 3144

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 11
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Bachelor of Business (Banking and Finance)
  • Language spoken
    • English

Expertise

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

My fees

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

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
11 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—10 of 11

Sort by

5.00

"We engaged with Anthony at Wainscott Financial after our parents passed away unexpectedly. He has and continues to help us understand the new financial position we have found ourselves in, and explains and provides us with a wide range of options to help us best plan for the future, minimise tax, and manage cashflow. He is thorough, knowledgeable and incredibly patient. We are so thankful to have found an excellent and reliable financial advisor."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I highly recommend Anthony. Anthony is committed, knowledgable and extremely thorough when it comes to providing financial advice. He takes the time to explain things to me in a clear and simple way. He provides advice that is tailored to my individual and specific needs and I am confident that his advice will lead to better decisions and outcomes for my future."

  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has taken into consideration all aspects of my current situation and provided a plan that works toward my financial goals. Working with Anthony leaves me confident I am making the best decision for my future. Highly recommend Anthony to anyone wanting some financial advice."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since we started with Wainscott several years ago Anthony has provided us with excellent advice based around our specific requirements. He has been very thorough in his advice, listens to our wants and needs and speaks to us regularly. We also appreciate the advice provided on areas that we may not have considered."

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

"We now have three generations being looked after by Anthony, it started with my wife and I, then son, and now parents. He understands each stage we are at, flexible in time and place to meet, and advice is always explained in language each person understands. His advise has allowed us to be worry free re our finances"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has been a great assistance to my wife and I. We have moved ahead in leaps and bounds in terms of our retirement planning since we met Anthony and are now well on track to achiving our plans."

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

"We have set up a good working relationship with Anthony who has provide us with great service and expertise. He has worked with us to set up our accounts to work in the best way possible for us."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony is extremely professional in how he conducts business and promotes a positive and friendly outlook. I have every confidence in his ability to manage my Retirement fund and he does his utmost to ensure that every dollar invested is maximised for the customer. I would not hesitate to recommend Anthony to friends or anyone looking for good professional advice."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has provided me with excellent advice regarding my superannuation and other tax saving matters. I have and would refer him onto other people regarding the management of their superannuation."

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

"It is great being in a partnership with Anthony assisting us in reaching our long term goals. He is an excellent communicator and very knowledgeable in his areas of expertise. He has listened to whats important to us and developed a very achievable plan for our future. He makes us feel confident that we will achieve our dreams."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Deakin University
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
Victoria University (VU)
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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