Anthony Poole

Poole Advisory

Platinum
15 Yrs Experience
Sydney, NSW 2000

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Wills & Estates

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 4.90
  • Number of reviews 32
  • 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

  • 8:30am – 6:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523