Anthony Avery
Financial Adviser
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About
Anthony Avery is an ASIC-registered financial adviser based in Sydney, NSW, with a wealth of experience in guiding clients towards their financial goals. Anthony holds a Bachelor of Arts (Economics) from the University of Western Australia, a Series 7 from the SEC, RG146 certification from Deakin Prime, and a Professional Diploma in Stockbroking from Deakin Prime, demonstrating his commitment to ongoing professional development. Anthony is authorised to provide advice on a range of financial products, including superannuation and wealth management strategies, as well as Securities and Government Debt Securities. • Superannuation advice, including contributions, rollovers, and pension strategies • Comprehensive wealth management services to grow and protect your assets • Investment advice for Securities and Government Debt Securities • Tailored financial planning to achieve your long-term goals 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.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What financial planning services does Anthony Avery offer?
Anthony provides advice on superannuation, wealth management, Securities, and Government Debt Securities. He can help you with retirement planning, investment strategies, and overall financial well-being.
What are Anthony Avery's qualifications?
Anthony holds a Bachelor of Arts (Economics), a Series 7 from the SEC, RG146 certification, Margin Lending accreditation, and a Professional Diploma in Stockbroking from Deakin Prime.
How does Anthony Avery tailor financial advice to individual client needs?
Anthony takes a personalised approach, carefully assessing each client's financial situation, goals, and risk tolerance to develop a tailored financial plan that meets their specific needs.
What can I expect during my first meeting with Anthony?
During your initial consultation, Anthony will discuss your financial goals, gather information about your current financial situation, and explain how he can help you achieve your objectives. This is a no-obligation opportunity to see if Anthony's services are right for you.
How can Anthony help me with my superannuation?
Anthony can provide expert advice on all aspects of superannuation, including choosing the right fund, making contributions, consolidating accounts, and developing a retirement income strategy.
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