Tony Dennis
Financial Adviser
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About
Anthony Dennis is an ASIC-registered financial adviser dedicated to helping clients in Fortitude Valley and across Queensland achieve their financial goals. With a career spanning over two decades, Anthony combines extensive experience with a commitment to providing tailored financial solutions. Anthony's qualifications include a Postgraduate Certificate of Management from the University of Western Sydney, a Diploma of Financial Advising from the Securities Institute Australia, and completion of the Company Directors Course at the Australian Institute of Company Directors. He continually updates his knowledge, as demonstrated by completing DFP5 v1 Tax for Financial Advising and courses on TASA, the TPB Code of Professional Conduct, and Ethics and Professional Relationships. As a member of the Stockbrokers and Investment Advisers Association (SIAA), Anthony adheres to the highest professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. Key services include: • Superannuation advice to help you plan for a comfortable retirement • Wealth management strategies to grow and protect your assets • Investment advice on securities, derivatives, and government debt securities • Tailored financial planning to achieve your specific goals Ready to take control of your financial future? Contact Anthony today to schedule a consultation.
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Frequently Asked Questions
What financial planning services does Anthony Dennis provide?
Anthony Dennis provides a range of services including superannuation advice, wealth management, and investment advice on securities, derivatives, and government debt securities. He offers tailored financial planning solutions to help you achieve your financial goals.
What are Anthony Dennis's qualifications and experience?
Anthony Dennis holds a Postgraduate Certificate of Management, a Diploma of Financial Advising, and has completed the Company Directors Course. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA) and has over 20 years of experience in the financial services industry.
What can I expect during my first meeting with Anthony?
During your initial consultation, Anthony will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a proposed strategy tailored to your specific needs.
How does Anthony Dennis stay up-to-date with changes in the financial industry?
Anthony is committed to ongoing professional development and regularly undertakes courses and training to stay informed about the latest industry developments and regulations. Recent training includes DFP5 v1 Tax for Financial Advising, TASA and TPB Code of Professional Conduct, and Ethics and Professional Relationships.
What types of clients does Anthony Dennis typically work with?
Anthony works with a diverse range of clients, including individuals and families looking to build wealth, plan for retirement, and manage their investments. He also provides advice to self-managed super funds (SMSFs).
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