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Tony Peel

Tony Peel

Financial Adviser

Deakin, ACT 2600

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Anthony Peel is an ASIC-registered financial adviser based in Deakin, ACT, committed to providing tailored financial solutions to help clients achieve their financial goals. With a solid foundation built upon years of experience and continuous professional development, Anthony brings a wealth of knowledge to every client interaction. Anthony's qualifications include a Diploma of Life Insurance from the Association of Financial Advisers (1999), a Diploma of Financial Services (Financial Planning) (2006), an Advanced Diploma of Financial Services (Financial Planning) (2009), successful completion of the FASEA Financial Adviser Exam (2020) and a Graduate Diploma of Financial Planning (2022) from Kaplan Professional. Authorised to provide advice on superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), and Government Debt Securities, Anthony offers comprehensive guidance across a range of financial areas. His advice is always tailored to each client’s unique circumstances and objectives. Key services include: • Superannuation advice • Insurance planning • Investment strategies • Retirement planning Ready to take control of your financial future? Contact Anthony today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Government Debt Securities Superannuation strategies Retirement planning Insurance solutions Investment advice Wealth accumulation

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Retirement Planning Wealth Management
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

001004189

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Anthony Peel offer?

Anthony Peel is authorised to provide advice on superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), and Government Debt Securities. He can help you with retirement planning, investment strategies, and protecting your assets.

What qualifications does Anthony Peel have?

Anthony Peel holds a Diploma of Life Insurance, a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), has passed the FASEA Financial Adviser Exam, and a Graduate Diploma of Financial Planning. This ensures he has the knowledge and expertise to provide sound financial advice.

What can I expect during my first meeting with Anthony Peel?

During your initial consultation, Anthony will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives. You can expect a professional and collaborative approach.

How can superannuation advice from Anthony Peel benefit me?

Anthony can help you optimize your superannuation contributions, choose the right investment options within your super fund, and plan for a comfortable retirement. He can also assist with consolidating multiple super accounts and navigating complex superannuation rules.

Why is it important to seek professional financial advice?

Professional financial advice can provide clarity and direction in a complex financial landscape. A financial adviser can assess your situation and goals to create a tailored plan to help you maximise your outcomes. They can also help you stay on track and adjust your plan as your circumstances change.

Get in Touch

Contact Tony directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.