Anthony Menico
Financial Adviser
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About
Anthony Menico is an ASIC-registered financial adviser dedicated to helping clients in Westcourt, QLD, and beyond achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association (2002), and further qualifications including Margin Lending and Geared Investments (Kaplan, 2011) and FPC002B (Kaplan Higher Education, 2019), Anthony possesses a strong foundation of knowledge and expertise. As a Certified Financial Planner with the Financial Advice Association Australia (FAAA), he adheres to the highest ethical and professional standards. Anthony is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. His holistic approach ensures that all aspects of your financial well-being are carefully considered. • Superannuation Advice • Retirement Planning • Investment Advice • Insurance Solutions • Wealth Management Ready to take control of your financial future? Contact Anthony Menico today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Anthony Menico offer?
Anthony Menico provides advice on a range of financial products including superannuation, insurance, wealth management, and retirement planning. He also offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Anthony Menico have?
Anthony Menico holds a Diploma of Financial Planning from the Financial Planning Association (2002), Margin Lending and Geared Investments (Kaplan, 2011), and FPC002B (Kaplan Higher Education, 2019). He is also a Certified Financial Planner with the Financial Advice Association Australia (FAAA).
How does Anthony Menico approach financial planning?
Anthony takes a holistic approach to financial planning, considering all aspects of your financial well-being. He works closely with you to understand your individual needs and goals, developing a tailored strategy to help you achieve them.
What should I expect during my first meeting with Anthony Menico?
During your first meeting, Anthony will discuss your current financial situation, your financial goals, and your risk tolerance. This initial consultation will help him understand your needs and determine how he can best assist you.
What is a Certified Financial Planner (CFP) and why is it important?
A Certified Financial Planner (CFP) is a financial professional who has met rigorous education, examination, experience, and ethical requirements. Working with a CFP like Anthony Menico ensures you're receiving advice from a qualified and ethical professional.
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