Financial Adviser
· SYDNEY, NSW
Anthony Robert Board
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004500
Anthony Robert Board is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. Anthony is currently authorised under Ord Minnett Limited. Anthony holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Master of Economics from Macquarie University. Anthony is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of (Hons) Economics
University of Portsmouth
1992
Master of Economics
Macquarie University
1996
ACII
Chartered Insurance Institute
2002
Graduate Diploma of Financial Planning
Financial Services Institute of Australasia
2020
Ethics and Professionalism in Financial Advice
Ethics - kaplan
Registration History
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register