Financial Adviser
· LISMORE, NSW
Anthony Bazzana
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000433142
Anthony Bazzana is a financial adviser based in Lismore, New South Wales, with 14 years of experience in the financial services industry. Anthony is currently authorised under Wealth Management Matters 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 Business from Southern Cross University. Anthony is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
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
1999
Bachelor of Business
Southern Cross University
2012
Diploma of Financial Planning
International Institute of Technology
2013
Principles In Self Managed Superannuation Funds
International Institute of Technology
2013
Specialist Margin Lending accreditation
International Institute of Technology
2015
Accredited Listed Product Adviser Program
Kaplan Professional Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Client Engagement Skills
Behavioural Finance - Kaplan