Financial Adviser · TEMPLESTOWE, VIC

Anthony Poci

TEMPLESTOWE, VIC
20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000343904
Licensee
Ringwood, VIC (licence address on ASIC register)

About Anthony Poci

Anthony Poci is a financial adviser based in Templestowe, Victoria, with 20 years of experience in the financial services industry since 2006. Anthony is currently authorised under Nextplan Financial. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anthony holds a Bachelor of Business (Financial Planning) from RMIT University. Anthony is a member of CFP - Certified Financial Planner (FPA) and 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

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Business (Financial Planning)
RMIT University

Registration History

May 2020 - Present Current
Aug 2015 - May 2020 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
GPL (VIC) PTY LTD
Aug 2008 - Jul 2015 Ceased

Source: ASIC Financial Advisers Register