Financial Adviser
· IVANHOE, VIC
Anthony Daniel Sinclair
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000307183
Anthony Daniel Sinclair is a financial adviser based in Ivanhoe, Victoria, with 20 years of experience in the financial services industry. Anthony is currently authorised under Count Financial Limited. 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 Business from Swinburne University of Technology. Anthony is a member of CPA Australia (CPA) and SMSF Association - SMSF Specialist Advisor (SSA).
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
2002
Bachelor of Business
Swinburne University of Technology
2004
Certified Practising Accountant (CPA)
CPA Australia
2006
Diploma of Financial Services (Financial Planning)
FINSIA
2010
Margin Lending and Geared Investments
Kaplan Higher Education
2011
SMSF Specialist Advisor
SMSF Association