Anthony Curtis
Financial Adviser
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About
Anthony Curtis is an ASIC-registered financial adviser based in Neutral Bay, NSW, dedicated to providing comprehensive and tailored financial solutions to his clients. With a career spanning several decades, Anthony brings a wealth of experience and a commitment to ethical and professional financial advice. He holds a Bachelor of Economics from the University of Sydney (1977) and a Securities Institute Diploma from FINSIA (1986), complemented by ongoing professional development, including Ethics and Professional Relationships training from QUT (2020). As a member of CPA Australia (CPA) and FINSIA, Anthony adheres to the highest standards of professional conduct. Anthony is authorised to provide advice on a broad range of financial products, ensuring that his clients receive well-rounded and informed guidance. His expertise covers superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives and Government Debt Securities. Key services include: • Superannuation advice to help you plan for a comfortable retirement • Comprehensive insurance solutions to protect you and your family • Strategic wealth management to grow and preserve your assets • Investment strategies tailored to your individual goals • Advice on Securities and Derivatives Whether you're planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Anthony is here to help. 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 Curtis offer?
Anthony Curtis provides advice on a comprehensive range of financial products including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, and Government Debt Securities. He tailors his advice to meet your individual financial goals and circumstances.
What are Anthony Curtis's qualifications and professional memberships?
Anthony holds a Bachelor of Economics from the University of Sydney, a Securities Institute Diploma from FINSIA, and has completed Ethics and Professional Relationships training at QUT. He is also a member of CPA Australia (CPA) and FINSIA.
How can Anthony Curtis help me plan for my retirement?
Anthony can provide expert superannuation advice to help you plan for a comfortable retirement. He will assess your current financial situation, discuss your retirement goals, and develop a tailored strategy to help you achieve them.
What can I expect during my initial consultation with Anthony Curtis?
During your initial consultation, Anthony will take the time to understand your financial situation, goals, and concerns. He will explain his advisory process and answer any questions you may have. This meeting is an opportunity for you to get to know Anthony and determine if his services are a good fit for your needs.
Why should I choose Anthony Curtis as my financial advisor?
With decades of experience, strong academic qualifications and professional memberships, Anthony brings a wealth of knowledge and experience to his clients. He is committed to providing ethical, professional, and personalised financial advice, tailored to your specific needs and goals.
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