Financial Adviser
· MELBOURNE, VIC
Anthony Dhillon
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000452748
Anthony Dhillon is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry. Anthony is currently authorised under First Financial 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia. 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
2006
Diploma of Financial Planning
Mentor Education
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2015
Certified Financial Planner (CFP)
Financial Planning Association of Australia