Anthony Walsh
Financial Adviser
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About
Anthony Walsh is an ASIC-registered financial adviser based in Alexandra Headland, Queensland, dedicated to providing comprehensive and tailored financial solutions to his clients. With a solid foundation built upon a Bachelor of Economics (Accounting) from La Trobe University (1990) and a Graduate Diploma in Applied Finance and Investment from the Securities Institute Australia (1995), Anthony possesses a deep understanding of financial markets and investment strategies. He further enhanced his expertise through the SDIA Accreditation Program at Deakin University (2002) and the Margin Lending Accreditation Program at Deakin Prime (2010). As a member of the Stockbrokers and Investment Advisers Association (SIAA), Anthony adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. Anthony leverages his extensive knowledge and experience to guide clients towards achieving their financial goals. Anthony can assist you with: • Superannuation advice • Wealth management • Investment strategies • Securities trading • Portfolio construction • Retirement planning Ready to take control of your financial future? Contact Anthony Walsh today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Anthony Walsh provide as a financial advisor?
Anthony Walsh offers a comprehensive range of financial services, including superannuation advice, wealth management, securities trading, derivatives, and advice on government debt securities. He can help you with investment strategies, portfolio construction, and retirement planning.
What qualifications and experience does Anthony Walsh have?
Anthony holds a Bachelor of Economics (Accounting) from La Trobe University, a Graduate Diploma in Applied Finance and Investment from the Securities Institute Australia, and accreditations from Deakin University and Deakin Prime. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA).
How does Anthony Walsh approach financial planning?
Anthony takes a personalized approach to financial planning, taking the time to understand each client's unique circumstances, goals, and risk tolerance. He then develops tailored strategies to help them achieve their financial objectives.
What can I expect during my initial consultation with Anthony Walsh?
During your initial consultation, Anthony will discuss your current financial situation, your goals, and your concerns. He will explain his services in detail and answer any questions you may have. This is an opportunity for you to get to know Anthony and determine if he is the right financial advisor for you.
What is the process of working with Anthony Walsh to achieve my financial goals?
The process typically involves an initial consultation, the development of a personalized financial plan, implementation of the plan, and ongoing monitoring and adjustments as needed. Anthony will work closely with you every step of the way to ensure you stay on track to reach your financial goals.
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