Anthony Mihaljek
Financial Adviser
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About
Anthony Mihaljek is an ASIC-registered financial adviser dedicated to helping individuals and families in Kogarah, NSW, achieve their financial goals. With a strong academic foundation including a Diploma of Financial Services (Financial Planning) from FINSIA (2007) and a Master of Commerce (Financial Planning) from the University of Western Sydney (2012), Anthony combines extensive knowledge with practical experience. He further cemented his expertise by becoming a Certified Financial Planner (CFP) with the Financial Planning Association (FPA) in 2018. As a member of the Financial Advice Association of Australia (FAAA), Anthony adheres to the highest ethical and professional standards, ensuring his clients receive trustworthy and reliable advice. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Anthony's expertise covers: • Superannuation advice to help you grow your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies to maximize your investments • Retirement planning services to secure your future • Investment Life Insurance to protect your assets • Life Risk Insurance to protect your income • Securities to generate capital growth • Retirement Savings Accounts to accumulate wealth efficiently • Government Debt Securities for low risk investment 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.
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Frequently Asked Questions
What types of financial advice does Anthony Mihaljek offer?
Anthony Mihaljek provides advice on a wide range of financial matters, 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 qualifications does Anthony Mihaljek have?
Anthony holds a Diploma of Financial Services (Financial Planning) from FINSIA, a Master of Commerce (Financial Planning) from the University of Western Sydney, and is a Certified Financial Planner (CFP) with the Financial Planning Association.
What is the process of working with Anthony Mihaljek?
The process typically begins with an initial consultation to understand your financial goals and current situation. Anthony will then develop a personalized financial plan tailored to your needs. Regular reviews and adjustments will be made to ensure your plan remains aligned with your objectives.
How can wealth management advice help me achieve my financial goals?
Wealth management advice can help you grow and protect your assets through strategic investment planning, risk management, and tax optimization. By working with a financial adviser like Anthony, you can gain access to expert guidance and a tailored approach to managing your wealth.
What can I expect during my first meeting with Anthony Mihaljek?
During your first meeting, Anthony will take the time to understand your current financial situation, your future goals, and your risk tolerance. He will explain his services in detail and answer any questions you may have. This meeting is an opportunity for you to get to know Anthony and determine if he is the right financial adviser for you.
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