Financial Adviser
· SYDNEY, NSW
Anthony Newton
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239460
Anthony Newton is a financial adviser based in Sydney, New South Wales, with 31 years of experience in the financial services industry. Anthony is currently authorised under Fortnum Private Wealth 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 Bachelor of Commerce from The Australian National University.
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
1994
Diploma of Financial Planning
Royal Melbourne Institute of Technology (RMIT)
1995
Bachelor of Commerce
The Australian National University
2004
SMSF Specialist Pathway Program
Kaplan Professional Education
2014
Margin Lending and Geared Investments
Kaplan Professional Education
2015
Accredited Listed Product Adviser Program
Kaplan Professional Education
2020
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
Registration History
MAGNITUDE GROUP PTY LTD
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register