Financial Adviser
· BUNBURY, WA
Anthony Malcolm Cordi
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000307896
Anthony Malcolm Cordi is a financial adviser based in Bunbury, Western Australia, with 20 years of experience in the financial services industry. Anthony is currently authorised under Australian Financial Directions Pty Ltd. Anthony holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Planning from Mentor Education. Anthony is a member of Association of Independently Owned Financial Professionals (AIOFP).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Planning
PS146 Training Australia
2010
Taxation Planning (ADFS1)
RG146 Training Australia
2012
Estate Planning
RG146 Training Australia
2015
Advanced Diploma of Financial Planning
Mentor Education
2021
FASEA
FASEA
Registration History
Source: ASIC Financial Advisers Register