Anthony Shear
Financial Adviser
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About
Anthony Shear is an ASIC-registered financial adviser based in Balcatta, WA, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a Diploma of Financial Planning from the Financial Planning Association of Australia Limited (2001), coupled with specialized training in Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2011) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2021), Anthony possesses a wealth of knowledge to guide you through your financial journey. He is also a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, Anthony can assist you with superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Anthony is committed to providing clear, straightforward advice to help you make informed decisions about your financial future. Ready to take control of your financial future? Contact Anthony today for a consultation.
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Frequently Asked Questions
What types of financial advice does Anthony Shear offer?
Anthony Shear specialises in superannuation, insurance, wealth management, and retirement planning, along with advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Anthony Shear hold?
Anthony Shear holds a Diploma of Financial Planning, has completed training in Margin Lending and Geared Investments, and is also qualified to provide advice on Self Managed Superannuation Funds. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Anthony Shear approach financial planning?
Anthony Shear takes a personalised approach, working closely with clients to understand their individual needs and goals. He then develops tailored strategies to help them achieve financial security and success.
What can I expect during my first consultation with Anthony Shear?
During your first consultation, Anthony will discuss your current financial situation, your goals, and any concerns you may have. This will help him understand your needs and determine how he can best assist you.
Why should I choose Anthony Shear as my financial advisor?
Anthony Shear provides expert financial advice tailored to your unique circumstances. His qualifications, experience, and commitment to client satisfaction make him a trusted partner in your financial journey.
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