Anton Boreckyi
Financial Adviser
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About
Anton Boreckyi is an ASIC-registered financial adviser dedicated to helping clients in Preston, VIC, and beyond achieve their financial goals. With over two decades of experience in the financial services industry, Anton holds an 8-unit Diploma of Financial Planning from the Financial Planning Association Australia (2000), is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (2000), and a Master of Financial Planning from Kaplan Higher Education Pty Limited (2016). Anton continually updates his expertise, completing courses such as Self Managed Super Funds (2007), the Accredited Listed Product Adviser Program (2010), and FPC002B Ethics and Professionalism in Financial Advice (2019). He is a proud member of the Financial Advice Association of Australia (FAAA). Anton is authorized to provide 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 leverages this comprehensive understanding to craft tailored financial strategies that meet each client’s unique circumstances and aspirations. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Anton 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 Anton Boreckyi offer?
Anton provides advice on superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Anton Boreckyi have?
Anton holds an 8-unit Diploma of Financial Planning, is a Certified Financial Planner (CFP), and has a Master of Financial Planning. He has also completed additional training in Self Managed Super Funds and ethics.
What can I expect during my first meeting with Anton?
During your first meeting, Anton will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a potential strategy to help you achieve your objectives. This is a no-obligation consultation.
How does Anton Boreckyi stay up-to-date with the latest financial regulations?
Anton is committed to ongoing professional development and regularly attends industry events and completes training courses to stay informed about the latest changes in financial regulations and best practices.
What are the benefits of working with a Certified Financial Planner like Anton?
Working with a CFP professional like Anton ensures that you are receiving advice from someone who has met rigorous education, examination, experience, and ethical requirements. This provides you with the confidence that you are working with a highly qualified and ethical financial adviser.
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