Tony Beard
Financial Adviser
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About
Anthony Beard is an ASIC-registered financial adviser based in Chatswood, NSW, dedicated to helping clients achieve their financial goals through personalized and comprehensive advice. With a career spanning over two decades, Anthony holds a Diploma of Financial Planning from the Financial Planning Association of Australia (1999) and passed the General Securities Representative (Series 7) Examination from the National Association of Securities Dealers (2000). His commitment to ongoing education is evident through qualifications such as the Cavendish & ICFS Specialist SMSF Course from the University of Adelaide (2012), the Advanced Self Managed Superannuation Funds Program from Kaplan Professional Education (2014), the SMSF Association Specialist Member Accreditation Program (2015), an Advanced Diploma of Financial Planning from Monarch Institute (2017), Accredited Aged Care Professional certification from Aged Care Steps (2019), and Ethics and Professional Relationships from QUT (2020). Anthony is a member of the Financial Advice Association of Australia (FAAA), the Financial Services Institute of Australasia, and the SMSF Association, reflecting his adherence to the highest professional standards. He is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. Anthony offers expert guidance and tailored strategies in: • Superannuation advice • Wealth management • Insurance solutions • SMSF advice • Aged care financial planning If you're seeking professional and reliable financial advice, contact Anthony Beard today to discuss your financial future.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Anthony Beard provide?
Anthony Beard provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He also specialises in SMSF advice and aged care financial planning.
What are Anthony Beard's qualifications and memberships?
Anthony Beard holds a Diploma of Financial Planning, Advanced Diploma of Financial Planning, and several specialist certifications in SMSF and aged care. He is a member of the Financial Advice Association of Australia (FAAA), the Financial Services Institute of Australasia, and the SMSF Association.
How can Anthony Beard help me with my superannuation?
Anthony can assist you with all aspects of superannuation, including setting up a new fund, consolidating existing funds, providing advice on investment strategies within your superannuation, and helping you plan for retirement.
What is the process of working with Anthony Beard?
The process typically begins with an initial consultation to understand your financial goals and current situation. Following this, Anthony will develop a tailored financial plan to help you achieve your objectives. He will then implement the plan and provide ongoing support and reviews.
What should I expect from my first meeting with Anthony Beard?
In your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Anthony will explain his services and how he can help you achieve your objectives. This is also an opportunity for you to ask any questions you may have.
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