Financial Adviser
· BALLARAT, VIC
Anthony Dann
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000325873
Anthony Dann is a financial adviser based in Ballarat, Victoria, with 26 years of experience in the financial services industry since 2000. Anthony is currently authorised under Consultum Financial Advisers. 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA). 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 Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2003
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2011
RG146 Margin Lending
MLC ThreeSixty