Anthony Le
Financial Adviser
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About
Anthony Le is an ASIC-registered financial adviser based in Parramatta, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong academic foundation, including a Bachelor of Applied Finance from Macquarie University (2004), a Diploma of Financial Planning from the International Institute of Technology (2009), and a Master of Commerce (Financial Planning) from the University of Western Sydney (2012), Anthony possesses a comprehensive understanding of the financial landscape. He further enhanced his expertise through the Accredited Listed Product Adviser Program at Kaplan (2025). Anthony is authorized to provide advice on a wide range of financial products, ensuring his clients receive tailored solutions to meet their specific needs. His expertise covers superannuation, insurance, wealth management and retirement planning. He provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Anthony is here to help. Contact him today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Anthony Le offer?
Anthony Le provides advice on superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Anthony Le have?
Anthony holds a Bachelor of Applied Finance from Macquarie University, a Diploma of Financial Planning from the International Institute of Technology, and a Master of Commerce (Financial Planning) from the University of Western Sydney. He has also completed the Accredited Listed Product Adviser Program at Kaplan.
What is the process of working with Anthony Le?
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, which will be reviewed and adjusted as needed to ensure you stay on track.
How can wealth management advice from Anthony Le benefit me?
Anthony's wealth management services can help you grow your wealth through strategic investment planning, risk management, and ongoing monitoring of your portfolio. He will work with you to create a plan that aligns with your risk tolerance and financial objectives.
What should I expect during my first meeting with Anthony?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. This meeting is an opportunity for Anthony to get to know you and determine how he can best assist you in achieving your financial objectives.
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