Anthony Sinclair
Financial Adviser
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About
Anthony Sinclair is an ASIC-registered financial adviser based in Ivanhoe, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong academic foundation including a Bachelor of Business from Swinburne University of Technology and professional credentials as a Certified Practising Accountant (CPA) and a Diploma of Financial Services (Financial Planning), Anthony brings a wealth of knowledge and experience to his practice. Anthony is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also possesses specialist knowledge in margin lending and geared investments, and is an SMSF Specialist Advisor accredited by the SMSF Association. As a CPA and SSA member, Anthony adheres to the highest ethical and professional standards. Anthony provides expert guidance in: • Superannuation advice to help you plan for retirement. • Insurance solutions to protect you and your family. • Wealth management strategies to grow your assets. • Retirement planning to ensure a comfortable future. • Investment advice across Life Insurance, Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Ready to take control of your financial future? Contact Anthony today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Anthony Sinclair offer?
Anthony Sinclair provides a wide range of financial advice including superannuation, insurance, wealth management, retirement planning, and investment advice. He also specializes in SMSF advice and margin lending.
What qualifications does Anthony Sinclair have?
Anthony Sinclair holds a Bachelor of Business, is a Certified Practising Accountant (CPA), has a Diploma of Financial Services (Financial Planning), and is an SMSF Specialist Advisor. He also has specialist qualifications in Margin Lending and Geared Investments.
How can Anthony Sinclair help me with my retirement planning?
Anthony can help you develop a comprehensive retirement plan tailored to your specific needs and goals. This includes superannuation advice, investment strategies, and projections to ensure a comfortable retirement.
What is the first step in working with Anthony Sinclair?
The first step is to schedule a consultation. During this meeting, Anthony will discuss your financial situation, goals, and concerns to determine how he can best assist you.
What professional memberships does Anthony Sinclair hold?
Anthony Sinclair is a member of CPA Australia (CPA) and the SMSF Association as an SMSF Specialist Advisor (SSA).
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