Financial Adviser · KANGAROO POINT, QLD

Anthony David Ward

14 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 001000680

Anthony David Ward is a financial adviser based in Kangaroo Point, Queensland, with 14 years of experience in the financial services industry. Anthony is currently authorised under Infocus Securities Australia 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 Bachelor of Commerce (Finance) from University of Southern Queensland.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation excludes SMSF advice and Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Business (Frontline Management)

Business Success Group Pty Ltd

2008

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

2011

Bachelor of Commerce (Finance)

University of Southern Queensland

2014

Advanced Diploma of Financial Planning

Pinnacle Financial Services Academy

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2025

Accredited Aged Care Professional

Aged Care Steps

Registration History

Infocus Securities Australia Pty Ltd

Apr 2021 - Present Current

Superannuation excludes SMSF advice and Securities excludes direct equities advice

QINVEST LIMITED

Jan 2012 - Mar 2021 Ceased

Source: ASIC Financial Advisers Register