Financial Adviser
· PENRITH, NSW
Anthony William Sultana
No disciplinary history on record with ASIC
PENRITH,
NSW
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000406161
Licensee
Bundall, QLD (licence address on ASIC register)
About Anthony William Sultana
Anthony William Sultana is a financial adviser based in Penrith, New South Wales, with 26 years of experience in the financial services industry since 2000. Anthony works at Matrix Planning Solutions, which is licensed through Matrix Planning Solutions Limited. 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 Graduate Diploma in Financial Planning from Securities Institute Education. 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
1997
Certificate in Financial Markets
Securities Institute Education
2001
Graduate Diploma in Financial Planning
Securities Institute Education
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2017
Self Managed Superannuation Funds
Kaplan