Anthony is a Senior Private Wealth Adviser with more than 18 years of experience delivering tailored financial advice to individuals, families, and business owners. He specialises in retirement planning, wealth creation, superannuation strategies, and risk management. With a strong focus on client outcomes, Anthony combines technical expertise with a values-based approach to help clients achieve financial confidence and long-term security.
Anthony develops personalised investment strategies that align with each client’s financial goals, risk tolerance, and time horizon. With deep expertise in portfolio construction, asset allocation, and investment risk management, Anthony helps clients build diversified portfolios designed for long-term growth and income.
He provides ongoing strategic advice to navigate market cycles, optimise tax efficiency, and take advantage of evolving opportunities. Through regular reviews and a disciplined investment approach, Anthony ensures clients remain on track to achieve their goals - whether it’s funding retirement, growing wealth, or preserving capital. He is also a member of the Stockbrokers and Investment Advisers Association (SIAA).
.jpg)