Financial Adviser
· NEUTRAL BAY, NSW
Anthony John Curtis
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259125
Anthony John Curtis is a financial adviser based in Neutral Bay, New South Wales, with 28 years of experience in the financial services industry. Anthony is currently authorised under Morgans Financial Limited. 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 Economics from University of Sydney. Anthony is a member of CPA Australia (CPA) and FINSIA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1977
Bachelor of Economics
University of Sydney
1986
Securities Institute Diploma
FINSIA
2020
Ethics and Professional Relationships
Ethics - QUT