Anthony Rosenberg
Financial Adviser
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About
Anthony Rosenberg is an ASIC-registered financial adviser based in South Brisbane, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Anthony holds a Bachelor of Business from Edith Cowan University (1998) and a Diploma of Financial Services (FP) from Kaplan (2004). Furthering his expertise, he completed specialized training in Estate Planning, Securities, and Taxation Planning through Kaplan in 2015. Anthony is authorized to provide advice on a broad range of financial products, ensuring a holistic approach to your financial well-being. His expertise covers superannuation, insurance, wealth management, and retirement planning. Anthony can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Anthony today to schedule a consultation and discover how personalized financial advice can benefit you.
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Frequently Asked Questions
What types of financial advice does Anthony Rosenberg offer?
Anthony Rosenberg 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 Rosenberg have?
Anthony Rosenberg holds a Bachelor of Business from Edith Cowan University (1998) and a Diploma of Financial Services (FP) from Kaplan (2004). He also completed specialized training in Estate Planning, Securities, and Taxation Planning through Kaplan in 2015.
What can I expect during my first consultation 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 provide an overview of how he can assist you and outline the next steps in developing a personalized financial plan.
How does Anthony Rosenberg tailor his advice to my specific needs?
Anthony believes in a client-centric approach. He takes the time to understand your unique circumstances, financial goals, and risk tolerance before developing a customized financial plan that aligns with your individual needs and aspirations.
What is the process for becoming a client of Anthony Rosenberg?
The process begins with an initial consultation to discuss your financial situation and goals. If you decide to proceed, Anthony will gather relevant information, analyze your needs, develop a personalized financial plan, and then implement and monitor the plan to ensure it remains aligned with your objectives.
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