Anthony Cordi
Financial Adviser
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About
Anthony Cordi is an ASIC-registered financial adviser based in Bunbury, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built upon a Diploma of Financial Planning (PS146 Training Australia, 2008), Taxation Planning (ADFS1, RG146 Training Australia, 2010), Estate Planning (RG146 Training Australia, 2012), an Advanced Diploma of Financial Planning (Mentor Education, 2015) and FASEA (2021), Anthony possesses the knowledge and experience to provide sound financial guidance. He is also a proud member of the Association of Independently Owned Financial Professionals (AIOFP). Anthony is authorized to provide advice on a range of financial products, including superannuation, insurance, Investment Life Insurance, and Life Risk Insurance. He focuses on creating personalized strategies to suit each client's unique circumstances, ensuring they are well-positioned for financial security and success. Key services include: • Superannuation advice • Insurance solutions • Investment Life Insurance advice • Life Risk Insurance strategies Ready to take control of your financial future? Contact Anthony Cordi 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 Cordi provide?
Anthony Cordi specializes in superannuation advice, insurance solutions, Investment Life Insurance, and Life Risk Insurance. He offers tailored strategies to help you achieve your specific financial goals.
What are Anthony Cordi's qualifications and experience?
Anthony holds a Diploma of Financial Planning, Advanced Diploma of Financial Planning and has completed studies in Taxation and Estate Planning. He is also FASEA approved and a member of the Association of Independently Owned Financial Professionals (AIOFP).
How does Anthony Cordi approach financial planning?
Anthony takes a personalized approach, carefully assessing your unique circumstances and goals to develop a tailored financial strategy. He focuses on building long-term relationships with his clients, providing ongoing support and guidance.
What can I expect during my initial consultation with Anthony Cordi?
During your first meeting, Anthony will discuss your current financial situation, future goals, and risk tolerance. This helps him understand your needs and determine the best course of action for your financial well-being. He will clearly explain all recommendations and answer any questions you may have.
What is the best way to contact Anthony Cordi to discuss my financial planning needs?
You can contact Anthony Cordi directly through the contact details provided on his website or profile to schedule a consultation. He is available to discuss your financial goals and answer any questions you may have.
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