Anthony Isaac

Aip Wealth Management

Gold
25 Yrs Experience
Brisbane, QLD 4000
AIP Wealth Management is a boutique financial advisory firm focused on delivering intelligent advice in an honest and disciplined manner so that our clients achieve their financial goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Aip Wealth Management

Level 10, 239 George Street
Brisbane, QLD 4000

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

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

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5.00

"Anthony always give me assurance that he has an excellent understanding of all the virtues required of a FinancialPlanner.To me he gives the impression that he understands the market and the various products that fit my SMSF for my portfolio to still grow whilst I'm in pension mode."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Bachelor of Applied Science

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
1998

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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