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Anthony Pears

Financial Adviser

Alteris Financial Group Pty Ltd
Sydney, NSW 2000

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About

Anthony Pears is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Anthony's commitment to excellence is reflected in his qualifications, including a Bachelor Degree from Charles Sturt University (1997), a Diploma from Deakin University via FPA (2006), and certifications as a Certified Financial Planner (FPA, 2016) and SMSF Specialist (SMSF Association, 2017). He also holds RG146 Margin Lending accreditation from GWM Adviser Services (2016). As a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, Anthony adheres to the highest ethical and professional standards. He is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Anthony offers a range of services to help you build a secure financial future: • Superannuation Advice • Wealth Management • Retirement Planning • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Anthony today to schedule a consultation and discover how his expertise can benefit you.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Management Insurance Solutions Investment Strategies SMSF Advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000402370

Verify on ASIC Register

Authorised Representative Number

000249727

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Anthony Pears offer?

Anthony Pears provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.

What qualifications does Anthony Pears have?

Anthony holds a Bachelor Degree from Charles Sturt University, a Diploma from Deakin University (via FPA), and is a Certified Financial Planner and SMSF Specialist. He also holds RG146 Margin Lending accreditation.

How can Anthony Pears help me plan for retirement?

Anthony can assist you in developing a comprehensive retirement plan, including strategies for maximizing your superannuation, managing your investments, and ensuring a comfortable retirement lifestyle.

What professional associations is Anthony Pears a member of?

Anthony is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.

What is the first step in working with Anthony Pears?

The first step is to schedule an initial consultation to discuss your financial goals, current situation, and how Anthony can help you achieve your objectives.

Get in Touch

Contact Anthony directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.