Anthony Dhillon

First Financial Pty Ltd

Silver
13 Yrs Experience
Melbourne, VIC 3000

Recent reviews

First Financial Pty Ltd

Level 2, 90 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Sunday

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 7
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Budgeting

Licensed by

First Financial Pty Ltd

AFSL 481098

4.90
7 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Marie & I have been clients of Anthony for over ten years. He has always been and continues to be personable and available, and explains all issues fully to make them easily understood. He responded immediately on the occasion when we needed urgent funds, but my overriding impression is that he is completely trustworthy and focussed on our situation and needs. I have trouble reconciling media reports of shyster advisers when I think of our interactions with Anthony. We hope he will remain our advisor for years to come."

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

"Anthony's knowledge and excellent communication skills have been the key to our successful ongoing adviser-client relationship. He understands my risk profile and provides very clear advice on investment strategies that are appropriate to my changing needs. I have every confidence in his ability to continue to provide me with the same high level of service in the future. Thank you Anthony"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Anthony has given me advice on my financial investments. I feel confident that the advice given is right for my needs. Anthony is easy to talk to and explains complex areas well and is always helpful when requested."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Anthony is extremely easy to deal with, explains everything with clarity and is patient and attentive at all times. Anthony helps me with planning for the future and I would recommend Anthony to anyone that's looking for an astute, knowledgeable and personable financial adviser."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Over many years I have seen Anthony grow into a young man with knowledge and confidence to manage my affairs. He has been available when needed to answer and explain any questions I may have had. I would recommend him to friends or family if asked. He has patience and explained the situation when I asked."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has given me advice in areas including superannuation, retirement income advice, and he has also advised in relation to my current shareholding. His advice and help is always outstanding - he makes the difficult bits easy for me to follow and I am never left in doubt. He is always readily available should queries arise or I may need assistance. Emails and phone calls are always returned promptly. Thank you Anthony!"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anthony has given me advice in areas most importantly concerning managing my superannuation in retirement. Anthony was always able to explain things to me in a clear and totally understandable manner. Through Anthony's knowledge and experience, I feel extremely confident that the advice given was totally right for my requirements. I always receive Anthony's full care and attention when needed and he always replies to phone calls/ emails extremely promptly."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Mentor Education
Completed
2006

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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