Anthony is principal 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.
Fee structure is tailored to service level clients require.
We have recently joined Poole Advisory. However, we sought Anthony out having had his services before. As we knew Anthony to be caring and professional in his advice. We haven’t been disappointed at all with our decision. We have known Anthony for a number of years. Anthony takes the time to listen to our goals, thoroughly reviews our current financial situation including risk, superannuation, assets and debt to provide options we would not know about to help us reach our goals. We are now back on track with his recent financial review. Anthony is open and transparent with the reality of our position in line with our goals. He is flexible in his ability to meet with us given my husband and I work different hours. Using online meetings as well as face to face. We feel confident having Anthony guide us in our financial journey. Anthony also offers a wealth of contacts that assists us to save in other avenues which he doesn’t benefit from. We recently saved a lot when moving house through one of his many contacts. Anthony also makes it easy if we need to make an insurance claim. We highly recommend Anthony as a trusted and very knowledgeable financial adviser whether you are single, a couple, or family.
We have been Anthony’s client for almost a year now. Anthony has helped us with insurances, super, estate planning, etc. It has been a pleasure working with him. We are very happy with his communication, knowledge and expertise.
Anthony has been advising my husband and I for several years now and we’ve had many tangible benefits from this advice already (including an insurance claim that helped us with a medical ailment) as well as having our estate planning firmed up with robust protections for our kids. We are now well progressed to accelerate our retirement savings through Anthony’s strategic advice and have markedly improved the line of sight to our cash flow and budgeting. We trust Anthony and have always felt he has the best interests of our family at heart. We wouldn’t hesitate to recommend Anthony to other families.
Anthony has expertise to demonstrate to all ages of clients and is very patient, tolerant, engaging, highly qualified shows great initiative when solving issues. He has great presentation skills and advises on well researched data.
I highly recommend Anthony. He advised us on all aspects of our financial management, retirement planning SMSF and investment strategies for growth. Anthony is warm, personal and has a very genuine interest in understanding our values, goals and family, tailoring his advise to fit with who we are. He has demonstrated a wealth of knowledge and as he has come to know and understand us he fits his knowledge perfectly with our goals and values. I feel secure having Anthony as part of our advisory team.
- Adviser status Platinum
- Number of reviews 32
- First year providing advice 2007
- Years of experience 15
- Master of Applied Finance
Poole AdvisoryLevel 1, 60 Martin Pl
Sydney, NSW 2000
- 8:30am – 6:30pm Monday – Friday
- In person
- Video call
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