36 Reviews

Anthony Poole

Poole Advisory

Platinum

17 Yrs Experience

Sydney, NSW 2000

About Anthony
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

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.

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

Fee structure is tailored to service level clients require.

5.00 March 2024

After decades living across the globe self-managing our finances we decided that we needed professional support to deal with the complexity of our lifestyle and future dreams. Early retirement, global relocation, multi-fold income, ESL, supporting our studying child her and abroad, overseas accounts and pensions make up the complexity of our financial household.

From the get go Anthony was engaged. We had discussions about our dreams and worked out how to finance them through budgeting and wealth growth. He asked many a question to ensure the advice and plan would achieve the outcome we strive for.

Now one year on, following our second annual review, we are pleased to share we are on track and ahead of expectations. The interaction with Anthony has been positive and yes his smile is real. He has been responsive and always willing to explain and answer questions. He is flexible in his engagement, sometimes virtual other times in person. Sometimes over a morning coffee, others over an afternoon wine. This has made it easy to fit in with my work demands of long hours and frequent travel.

5.00 February 2024

Anthony is an absolute expert in all things financial planning and advising. He has not only helped us with superannuation, insurances, our small business and structuring, but he has put a retirement plan and education savings in place for the security of our three beautiful children. We are beyond impressed with his affable nature coupled with his obvious passion and excellence in his field. Thank you, Anthony. We are certain we will have a long and prosperous relationship with our financial position and structure with you at the helm guiding us. Couldn't think of a better person.

5.00 April 2023

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.

5.00 April 2023

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.

5.00 March 2023

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.