Financial Adviser · MANLY, NSW

Anthony Simpson

17 Years experience

Tax advice
authorised

Currently at

Perth, WA

View firm profile

ASIC Registered · ADV 000335442

Anthony Simpson is a financial adviser based in Manly, New South Wales, with 17 years of experience in the financial services industry. Anthony is currently authorised under Futuro Financial Services 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 Graduate Diploma of Financial Planning from Kaplan Professional. 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

Restrictions: The advisor is not authorised to provide advice regarding Self-Managed Superannuation Funds.

Authorised to provide tax financial advice services

Qualifications and Training

1999

Diploma of Financial Markets

Finsia

2003

Diploma of Financial Services (Financial Planning)

ThreeSixty

2008

Self Managed Superannuation Funds

The Association of Superannuation Funds of Australia Limited

2020

Advanced Diploma of Financial Planning

Kaplan Professional

2023

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Futuro Financial Services Pty Ltd

Jul 2015 - Present Current

The advisor is not authorised to provide advice regarding Self-Managed Superannuation Funds.

Mercer Superannuation (Australia) Limited

Mar 2009 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register