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AB

Anthony Brosnan

Financial Adviser

First Principles Financial Planning (Authorised Representative, Godfrey Pembroke Group Pty Ltd)
Adelaide, SA 5000

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About

Anthony Brosnan is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a career spanning several decades, Anthony holds a CFP Certified Financial Planner designation from the Financial Planning Association of Australia (since 1991), a Diploma in Financial Planning from RMIT (1996) and RG146 Margin Lending from MLC ThreeSixty (2011). He is also a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, reflecting his commitment to upholding the highest professional standards. Anthony is authorised to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in crafting personalised retirement plans and investment strategies to secure your financial future. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or needing advice on insurance and superannuation, Anthony can provide the expert guidance you need. Contact Anthony today to arrange a consultation and take the first step towards a more secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Retirement planning Superannuation advice Wealth management Insurance solutions Investment strategies

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000245451

Verify on ASIC Register

Authorised Representative Number

000241871

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Anthony Brosnan offer?

Anthony Brosnan provides comprehensive financial advice, including superannuation advice, insurance solutions, wealth management, retirement planning, and investment advice. He tailors his services to meet your individual needs and financial goals.

What qualifications does Anthony Brosnan have?

Anthony Brosnan holds a CFP Certified Financial Planner designation from the Financial Planning Association of Australia, a Diploma in Financial Planning from RMIT, and RG146 Margin Lending from MLC ThreeSixty. He is also a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.

What is the process for becoming a client of Anthony Brosnan?

The process typically begins with an initial consultation to discuss your financial situation, goals, and needs. Anthony will then develop a tailored financial plan and provide ongoing support to help you achieve your objectives.

What can I expect from a financial planning session with Anthony Brosnan?

You can expect a professional and collaborative environment where your financial goals are prioritised. Anthony will provide clear, easy-to-understand advice and work with you to develop a strategy that aligns with your values and objectives.

How can Anthony Brosnan help me with my superannuation?

Anthony can provide expert advice on all aspects of superannuation, including choosing the right fund, consolidating your accounts, and developing a retirement income strategy. He will ensure your superannuation is working hard for you.

Get in Touch

Contact Anthony directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.