Financial Adviser · PARRAMATTA, NSW

Anthony Phillip Fox

26 Years experience
Tax advice
authorised
Currently at
Parramatta, NSW
ASIC Registered · ADV 000238229

Anthony Phillip Fox is a financial adviser based in Parramatta, New South Wales, with 26 years of experience in the financial services industry. Anthony is currently authorised under Fp Advice Pty 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 Certified Financial Planner from Financial Planning Association. 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

1984
Bachelor of Business
Kuringai College of Advanced Education
2002
Diploma of Financial Planning
Deakin University/Financial Planning Association
2005
Certified Financial Planner
Financial Planning Association
2009
Self Managed Superannuation Funds
Kaplan Professional Education
2010
Margin Lending and Geared Investments
Kaplan
2017
Accredited Aged Care Professional
Aged Care Steps
2021
Ethics and Professionalism in Financial Advice
Kaplan

Registration History

Jul 2020 - Present Current
LONSDALE FINANCIAL GROUP PTY LTD
Jun 2012 - Jul 2020 Ceased

Source: ASIC Financial Advisers Register