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.
One year on and we only have great things to say! Anthony and Catherine have worked with us to create financial goals and helped us budget for our retirement, which is now closer than we thought. The ongoing advice and support has been excellent. We know what our finances are doing and how they are tracking at all times. We wholeheartedly recommend Poole Advisory.
Poole Advisory has been helping my wife and I manage our finances since 2019. He has been instrumental in helping us get our family finances to a position where we are confident with where we are now, and where we will be in the future. He took the time to understand our needs and develop a plan for the future that is achievable and actionable.
During the pandemic we met regularly with Anthony online and he would commonly pickup up the phone if there was anything urgent we needed to discuss.
Anthony Poole, of Poole Advisory, has successfully managed my superannuation since 2014. In that time the global economy has experienced some shocks, but Anthony's professional skills have ensured that their impact has been only minor. Anthony has solid financial skills and is a vigilant financial manager; however, to only describe him in those terms does not do him justice. HIs highly developed interpersonal skills enable him to understand all of his clients, as individuals, and tailor investments to suit each client's risk profile. Not only that, he ensures that he explains and demonstrates all elements of any investment, to provide you with that all important surety and confidence that you are being well looked after. I have no hesitation in recommending Poole Advisory.
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.
- Adviser status Platinum
- Number of reviews 34
- First year providing advice 2007
- Years of experience 16
- Master of Applied Finance
Poole AdvisoryLevel 1, 60 Martin Pl
Sydney, NSW 2000
- 8:30am – 6:30pm Monday – Friday
- In person
- Video call
Prosperitas Partners Pty. Ltd.