Financial Adviser
· NORTH SYDNEY, NSW
Anthony James Pears
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249727
Anthony James Pears is a financial adviser based in North Sydney, New South Wales, with 22 years of experience in the financial services industry since 2004. Anthony is currently authorised under Sherlock Wealth Advisory Services, operating through Sherlock Wealth. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anthony's qualifications include a Certified Financial PLanner from Financial Planning Association. Anthony is a member of Certified Financial Planner (CFP) of FAAA and SMSF Association.
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
1997
Bachelor Degree
- Charles Sturt University
2006
Diploma
- Deakin University via FPA
2016
Certified Financial PLanner
Financial Planning Association
2016
RG146 Margin Lending
GWM Adviser Services
2017
SMSF Specialist
SMSF Association