Anthony has helped hundreds of people take control of their finances. Critically, he’s not just about the numbers – he’s also about understanding the personal values and goals of his clients. An experienced and savvy financial planner, Anthony develops and delivers sound financial planning via a comprehensive approach to wealth, life goals, and objectives. He takes the time to identify what’s most important to a client before aligning his planning with their aspirations. With a strong commercial acumen, he is accomplished in financial analysis (portfolio review, rebalancing and data gathering), product strategy, and financial plan development, implementation and management. Critically, Anthony remains at the fore of changes in Australian taxation, investments, superannuation, retirement planning and aged care. He’s skilled in breaking down complex information into manageable chunks, ensuring clients are empowered with the facts and knowledge they need to make astute decisions for their future.

Creo Wealth

Financial Advisors in Penrith and Castle Hill

Financial Advisors in Penrith and Castle Hill