Anthony Broad
Financial Adviser
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 Broad is an ASIC-registered financial adviser based in Georgetown, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong foundation in economics and law, Anthony holds a Bachelor of Economics from the University of Newcastle and has completed the Foundations of Law LEGL1001. He further solidified his expertise with a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning from Kaplan Professional, and the Certified Financial Planner designation from the Financial Advice Association of Australia (FAAA). Continuing his commitment to excellence, Anthony completed SMSF Essentials training with Smarter SMSF in 2025. As a member of the Financial Advice Association of Australia (FAAA), Anthony adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Anthony is passionate about providing tailored advice to meet your unique needs and circumstances. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Anthony today for a consultation.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Anthony Broad offer?
Anthony Broad provides advice on a wide range of areas including superannuation, retirement planning, wealth management, insurance, and investments. He is dedicated to helping you achieve your financial goals through personalized strategies.
What are Anthony Broad's qualifications?
Anthony holds a Bachelor of Economics from the University of Newcastle, a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning, and is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA). He also completed SMSF Essentials training with Smarter SMSF.
How does Anthony Broad develop a financial plan for his clients?
Anthony works closely with each client to understand their financial situation, goals, and risk tolerance. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives. Regular reviews and adjustments ensure the plan remains relevant and effective.
What can I expect during my first meeting with Anthony Broad?
During your first meeting, Anthony will discuss your current financial situation, your goals, and what you hope to achieve through financial planning. This initial consultation is an opportunity for you to ask questions and determine if Anthony is the right fit for your needs.
Is Anthony Broad a member of any professional associations?
Yes, Anthony is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest standards of professionalism and ethics in the financial advice industry.
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.