Financial Adviser
· LYNEHAM, ACT
Anthony Sloan
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001778
Anthony Sloan is a financial adviser based in Lyneham, Australian Capital Territory, with 14 years of experience in the financial services industry. Anthony is currently authorised under Lifespan Financial Planning Pty Ltd. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from The Australian National University. Anthony is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce
The Australian National University
2000
Bachelor of Commerce/Engineering (Honours)
The Australian National University
2000
Bachelor of Engineering
The Australian National University
2010
Diploma of Financial Services (Financial Planning)
Kaplan
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2013
Advanced Self Managed Superannuation Funds Workshop
Kaplan
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
ELDERS FINANCIAL PLANNING PTY LTD
Government Debentures, Stocks or Bonds: class of product only
A.C.N. 006 588 727 PTY LTD
Source: ASIC Financial Advisers Register