Anthony O'Hara
Financial Adviser
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About
Anthony O'Hara is an ASIC-registered financial adviser based in BRADDON, ACT, dedicated to helping clients achieve their financial goals with comprehensive and personalised advice. With a strong foundation built upon years of experience and continuous professional development, Anthony holds the prestigious Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia (FPA) obtained in 2007, alongside an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2008), a Graduate Diploma of Financial Planning from Kaplan Professional (2012), and a Master of Applied Finance from Kaplan Professional (2015). He is also committed to upholding the highest ethical standards, as demonstrated by his completion of Ethics and Professionalism in Financial Advice from Kaplan Professional in 2019. As a member of the Financial Advice Association of Australia (FAAA), Anthony is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also authorized to give advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Anthony is passionate about empowering his clients to make informed decisions that align with their unique circumstances and aspirations. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Ready to take control of your financial future? Contact Anthony O'Hara today to schedule a consultation and discover how he can help you achieve your financial dreams.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Anthony O'Hara offer?
Anthony O'Hara provides comprehensive financial advice, including superannuation, insurance, wealth management, and retirement planning. He can help you with investment strategies, risk management, and planning for your long-term financial security.
What are Anthony O'Hara's qualifications?
Anthony holds the Certified Financial Planner (CFP) designation, an Advanced Diploma of Financial Services (Financial Planning), a Graduate Diploma of Financial Planning, and a Master of Applied Finance. He also regularly updates his knowledge through ongoing professional development.
What is the process of working with Anthony O'Hara?
The process typically involves an initial consultation to understand your financial goals, followed by a thorough analysis of your current situation. Anthony will then develop a personalised financial plan tailored to your needs, and work with you to implement and monitor your progress.
How can wealth management advice from Anthony O'Hara help me?
Effective wealth management can help you grow your assets, manage your investments, and plan for a comfortable retirement. Anthony can provide tailored strategies to suit your specific circumstances and risk tolerance.
What should I expect from my first meeting with Anthony O'Hara?
During your first meeting, you can expect to discuss your financial goals, current situation, and any concerns you may have. This is an opportunity for Anthony to get to know you and for you to determine if he is the right financial adviser for you.
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