Anthony Dann
Financial Adviser
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About
Anthony Dann is an ASIC-registered financial adviser based in Ballarat, Victoria, dedicated to helping individuals and families achieve their financial goals. With over two decades of experience in the financial services industry, Anthony holds a Diploma of Financial Planning from the Financial Planning Association (FPA) obtained in 2000 and earned the Certified Financial Planner (CFP) designation in 2003. Further enhancing his expertise, Anthony completed RG146 Margin Lending accreditation with MLC ThreeSixty in 2011. As a member of the Financial Advice Association of Australia (FAAA), Anthony adheres to the highest ethical and professional standards. Anthony is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also provides tailored advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice to optimize your retirement savings • Comprehensive insurance solutions to protect your assets and loved ones • Strategic wealth management to grow your investments • Personalized retirement planning to ensure a comfortable future Anthony is committed to providing clear, straightforward advice to help you make informed decisions about your financial future. Contact Anthony today to schedule a consultation and take the first step towards achieving your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Anthony Dann offer?
Anthony Dann provides advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He tailors his advice to meet your specific needs and goals.
What are Anthony Dann's qualifications and experience?
Anthony holds a Diploma of Financial Planning from the Financial Planning Association (FPA) and is a Certified Financial Planner (CFP). He also completed RG146 Margin Lending accreditation. With over 20 years of experience in the financial services industry, Anthony has the knowledge and expertise to help you achieve your financial objectives.
How does Anthony Dann develop a financial plan for his clients?
Anthony works closely with each client to understand their current financial situation, future goals, and risk tolerance. He then develops a personalized financial plan that addresses their specific needs and helps them achieve their objectives. Regular reviews and adjustments ensure the plan remains aligned with their evolving circumstances.
What can I expect during my first meeting with Anthony Dann?
During your initial consultation, Anthony will discuss your financial goals, gather information about your current situation, and explain his approach to financial planning. This meeting is an opportunity for you to ask questions and determine if Anthony is the right financial adviser for you.
Is Anthony Dann a member of any professional associations?
Yes, Anthony is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding high professional and ethical standards in the financial planning industry.
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