Financial Adviser · HEIDELBERG, VIC

Anthony John Walker

30 Years experience
Tax advice
authorised
ASIC Registered · ADV 000227568

Anthony John Walker is a financial adviser based in Heidelberg, Victoria, with 30 years of experience in the financial services industry. Anthony is currently authorised under Noble Private Wealth 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 Economics from The University of Queensland.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1994
Bachelor of Economics
The University of Queensland
2004
Diploma of Financial Planning
FPA
2010
Self Managed Superannuation Funds
Kaplan
2012
Margin Lending and Geared Investments
Kaplan
2018
Accredited Listed Product Adviser Program
Kaplan

Registration History

Sep 2024 - Present Current
Dec 2022 - Sep 2024 Ceased
Mar 2021 - Dec 2022 Ceased
LONSDALE FINANCIAL GROUP PTY LTD
Feb 2019 - Mar 2021 Ceased
Dec 2015 - Feb 2019 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
May 2013 - Dec 2015 Ceased

Source: ASIC Financial Advisers Register