Anthony Warr
Financial Adviser
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About
Anthony Warr is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong educational foundation including a Graduate Diploma of Business from RMIT (1998), Certified Financial Planner accreditation from Deakin University (2002), a Graduate Diploma of Financial Planning (2002) also from Deakin University, and a Certificate IV in Finance and Mortgage Broking from Kaplan (2017), Anthony possesses the knowledge and expertise to guide you through every stage of your financial journey. He also fulfilled his FASEA Ethics requirements in 2021. As a proud member of the Financial Advice Association of Australia (FAAA), Anthony adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, ensuring that your unique needs are met. Anthony can provide expert guidance and advice in the following key areas: • Superannuation Advice • Insurance • Wealth Management • Retirement Planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, managing your investments, or seeking insurance solutions, Anthony provides personalized strategies to help you build a secure financial future. Contact Anthony today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Anthony Warr offer?
Anthony Warr provides comprehensive financial advice including superannuation, insurance, wealth management, and retirement planning. He is authorized to advise on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Anthony Warr have?
Anthony holds a Graduate Diploma of Business from RMIT, is a Certified Financial Planner (Deakin University), has a Graduate Diploma of Financial Planning (Deakin University) and a Certificate IV in Finance and Mortgage Broking (Kaplan). He has also completed the FASEA Ethics for Professional Advisers course.
How does Anthony Warr develop a financial plan for clients?
Anthony works closely with each client to understand their unique financial situation, goals, and risk tolerance. He then develops a personalized financial plan tailored to their specific needs. This includes regular reviews and adjustments as needed to ensure the plan remains aligned with their goals.
What professional associations does Anthony Warr belong to?
Anthony Warr is a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Anthony?
During your initial consultation with Anthony, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. This meeting is an opportunity for Anthony to understand your needs and determine how he can best assist you in achieving your financial objectives. There will be no obligation for further engagement.
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