Financial Adviser
· SYDNEY, NSW
Anthony Poole
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000441068
Anthony Poole is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry. Anthony is currently authorised under Prosperitas Partners Pty. 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 Master of Applied Finance (Financial Planning) from Kaplan Higher Education Pty Limited. 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
2000
Diploma of Business
Insearch (University of Technology Sydney)
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Graduate Diploma in Financial Planning
Kaplan Professional
2014
Master of Applied Finance (Financial Planning)
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
ANNOUNCER FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register