Anthony Simpson
Financial Adviser
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About
Anthony Simpson is an ASIC-registered financial adviser based in Manly, NSW, dedicated to helping clients achieve their financial goals. With a career spanning over two decades, Anthony holds a Diploma of Financial Markets from Finsia (1999), a Diploma of Financial Services (Financial Planning) from ThreeSixty (2003), and specialist knowledge in Self Managed Superannuation Funds from The Association of Superannuation Funds of Australia Limited (2008). He has further enhanced his expertise with an Advanced Diploma of Financial Planning (2020) and a Graduate Diploma of Financial Planning (2023) from Kaplan Professional. Anthony is also a proud member of the Financial Advice Association of Australia (FAAA). Anthony is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He offers tailored solutions in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or require guidance on insurance and superannuation, Anthony provides personalised advice to help you navigate the complexities of the financial landscape. Contact Anthony today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Anthony Simpson offer?
Anthony Simpson provides advice on a wide range of financial areas including superannuation, retirement planning, wealth management, and insurance. He also offers tailored solutions in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Anthony Simpson have?
Anthony holds a Diploma of Financial Markets, a Diploma of Financial Services (Financial Planning), specialist knowledge in Self Managed Superannuation Funds, an Advanced Diploma of Financial Planning, and a Graduate Diploma of Financial Planning. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Anthony Simpson approach financial planning?
Anthony takes a personalized approach, tailoring financial strategies to meet each client's unique needs and goals. He focuses on building long-term relationships and providing ongoing support to help clients achieve financial security.
What can I expect during my first consultation with Anthony Simpson?
During your initial consultation, Anthony will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a potential plan to help you achieve your objectives and answer any questions you may have.
Can Anthony Simpson help me with my retirement planning?
Yes, Anthony specializes in retirement planning and can assist you in developing a comprehensive strategy to ensure a comfortable and secure retirement. This includes superannuation advice, investment strategies, and income planning.
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