Anthony Smith
Financial Adviser
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About
Anthony Smith is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. With a solid foundation built on a Bachelor of Business (Applied Finance) from the University of Western Sydney (2007), Anthony has further honed his expertise by attaining the Certified Financial Planner designation from the FPA in 2008, a Diploma in Stockbroking from the Stockbrokers Association of Australia in 2009, and SPAA SMSF Specialist accreditation in 2015. As a member of the Financial Advice Association of Australia (FAAA), Anthony adheres to the highest ethical and professional standards, providing advice across a broad spectrum of financial products. He is authorized to provide advice on superannuation, insurance, wealth management, and retirement planning, ensuring a holistic approach to your financial well-being. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Anthony is committed to providing tailored financial solutions that align with your unique circumstances and aspirations. Whether you're planning for retirement, managing your investments, or protecting your family's future, Anthony can help. Contact Anthony today to schedule a consultation and take the first step toward a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Anthony Smith offer?
Anthony Smith provides advice on a wide range of financial matters, including superannuation, retirement planning, wealth management, insurance, and investment strategies. He can help you with everything from setting financial goals to implementing strategies to achieve them.
What are Anthony Smith's qualifications?
Anthony Smith holds a Bachelor of Business (Applied Finance), is a Certified Financial Planner, holds a Diploma in Stockbroking, and is a SPAA SMSF Specialist. These qualifications, combined with his experience, ensure that he is well-equipped to provide you with sound financial advice.
How does Anthony Smith approach financial planning?
Anthony takes a personalized approach to financial planning, starting with a thorough understanding of your current financial situation, goals, and risk tolerance. He then develops a tailored plan to help you achieve your objectives, regularly reviewing and adjusting it as your circumstances change.
What can I expect during my first consultation with Anthony Smith?
During your initial consultation, Anthony will discuss your financial goals, current situation, and any concerns you may have. This is an opportunity for you to get to know Anthony and for him to understand your needs. There's no obligation to proceed after the consultation.
Why should I choose Anthony Smith as my financial advisor?
Anthony is committed to providing ethical, professional, and personalized financial advice. His qualifications, experience, and membership in the Financial Advice Association of Australia (FAAA) demonstrate his dedication to the highest standards of practice. He is passionate about helping his clients achieve their financial goals.
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