Anthony Poole

Poole Advisory

Platinum
15 Yrs Experience
Sydney, NSW 2000
Anthony is principle and senior adviser at Poole Advisory, assisting clients to live their best life. Anthony earned a masters of applied finance and brings extensive experience around cash flow, superannuation, self managed superannuation, trusts, investments, gearing, insurances, retirement planning, and estate planning. He is an active, voting member of the Association of Financial Advisers. Anthony believes that every situation and every client is unique and prioritises transparent communication, offering pragmatic solutions that are easy to understand and implement. Anthony takes the time to fully understand a client’s circumstances, what they wish to achieve, and establishes a realistic timeframe in which to achieve it. By educating clients in layman’s terms, they feel more confident in their involvement in the development of tailored financial strategies.  Passionate about delivering clients results that allow them to live a life of prosperity, Anthony’s many glowing reviews are testament to the success of his approach. His end-to-end service and the genuine care he takes in his clients’ lives is what makes Anthony so highly-regarded. So much so, in fact, that he was recognised as one of Australia’s most trusted advisers—as voted by his clients and awarded by the independent Beddoes Institute.

Expertise

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

My fees

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

Fee structure is tailored to service level clients require.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 27
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Poole Advisory

Level 1, 60 Martin Pl
Sydney, NSW 2000

Opening hours

  • 8:00am – 7:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.80
27 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 27

Sort by

5.00

"My wife and I are fairly new in Australia and we were looking for a professional to help us with our financial matters. A good friend introduced us to Anthony and we are extremely happy to have met him. Anthony helped us sort out all of our insurances, put a nice financial plan to help us grow our wealth, took care of all the nitty gritty details and complexities of the right type of insurances, super etc. Anthony is a wonderful person and made us feel very comfortable throughout the process. He covered all the scenarios for us and we are very satisfied with his services so far. He is reachable, responsive and delivers a solid advice based on your situation and aspirations. We can highly recommend Anthony for his services."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Anthony has given me a lot of help and support and with his knowledge and experience has given me confidence I am happy to have him as my adviser"

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Poole Advisory have been great at set a path for us to build wealth. Anthony works hard for his clients and is always professional."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has been our Financial Planner for many years. He has worked closely with us to understand our financial needs and advised us on the best strategies to build our wealth for both now and longer term - heading into retirement. We have always enjoyed working with Anthony and his team. He has a huge amount of experience and knowledge and we feel confident in his abilities to give us not just the correct advice but what is best suited to our personal needs and then will put this into action. Our only regret is that we didn't start working with him sooner."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has been amazing. He has very thoroughly investigated financial options suitable for my circumstances, provided detailed explanations and answered any questions I have had. Having started at a point of confusion, Anthony has navigated me through my financial planning so I feel confident with my current situation and future plans. I cannot thank him enough for this!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Anthony has been our advisor for a number of years now through a few of life's big milestones and is willing to go the extra mile when we make requests that can be tough. He keeps our financial and personal goals in mind and also prods us to consider things we have not thought through...a rather valuable thing when talking about your finances!"

  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"There is no doubt on Anthony’s expertise, advice, and the tools he provides; but importantly, the true value he adds in is when because of my entrepreneurship rides, I throw at him challenges beyond his core skills, he not only connects you with the relevant specialists but educate and prepare you beforehand to get most out of your specialist consults. Working with Anthony has made our personal journey extremely easy, he understands our personal wealth management goals, coordinates with our accountants, tax planners, lending and buying agents whenever necessary; having him around for years not only gave us support but peace of mind."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Anthony has provided excellent service as our adviser for our retirement strategy, always being attentive to our investment needs and shaping strategy according to our wishes, proactive in his advice to ensure that we are able to take advantage of emerging opportunities, very prompt in answering our queries with clear and helpful responses and overall has been an absolute pleasure to deal with."

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

"Anthony has been part of my financial journey for many years. Anthony is genuine, honest, reliable and has helped us navigate through some testing times. I have no hesitation at all in recommending Anthony and his team to look after your financial goals."

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Anthony took over our financial portfolio after we had been passed around to several other planners. Where we felt like overlooked numbers before; with Anthony, we feel valued and seen. He diligently and meticulously fact checked all our previous information to ensure we had everything in order. We trust in the services and advice he provides us in planning, debt management, super and tax advice, etc. Anthony continues to give us confidence that the boring details are being managed and our unique goals are valid and achievable. Anthony has always been personable, sincere, and approachable; he has held our hands through the detailed slog of insurance compliance to guiding our exciting property purchase."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 27

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
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2013

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2014

Diploma of Business

Level
5 - Diploma
Institution
University of Technology Sydney (UTS)
Completed
2000

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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