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Tony Miller

Financial Adviser

Morgans
Charlestown, NSW 2290

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 Miller is an ASIC-registered financial adviser based in Charlestown, NSW, dedicated to helping clients achieve their financial goals. With a Diploma of Financial Planning from Tribeca (2005), Margin Lending Accreditation from Deakin Prime (2010), and ongoing professional development including TASA and the TPB Code of Professional Conduct from Kaplan (2016), Anthony possesses a strong foundation of knowledge and experience. Anthony is authorized to provide advice on a range of financial products, including wealth management, securities, and government debt securities. He can help you build and manage your wealth, make informed investment decisions, and plan for a secure financial future. Key services include: • Wealth Management • Investment Advice • Retirement Planning • Securities Trading • Government Debt Security Investments 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

Securities Government Debt Securities Wealth Management Strategies Securities Trading Retirement Planning Investment Advice

Client Types

Personal Investors

Services

Wealth Management Retirement Planning Superannuation Advice
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

000301843

Verify on MoneySmart Register

Frequently Asked Questions

What financial planning services does Anthony Miller offer?

Anthony Miller provides advice on wealth management, securities, and government debt securities. He helps clients with investment strategies, retirement planning, and overall financial well-being.

What qualifications does Anthony Miller have?

Anthony Miller holds a Diploma of Financial Planning from Tribeca (2005), a Margin Lending Accreditation from Deakin Prime (2010), and has completed training on TASA and the TPB Code of Professional Conduct (Kaplan, 2016).

How does Anthony Miller approach financial planning?

Anthony focuses on understanding each client's unique circumstances and goals to develop personalized financial strategies. He emphasizes clear communication and ongoing support to help clients make informed decisions.

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

During your initial consultation, Anthony will discuss your financial situation, goals, and risk tolerance. This meeting is an opportunity for you to ask questions and determine if his services are a good fit for your needs. There is no obligation to proceed after the initial consultation.

What is wealth management and how can Anthony Miller help?

Wealth management encompasses a range of financial services designed to grow and protect your assets. Anthony can help you develop a comprehensive wealth management plan tailored to your specific needs, including investment management, retirement planning, and tax optimization.

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.