Skilled and professional Financial Adviser with 20 years’ experience in financial services roles. I joined Private Wealth Partners in 2013, drawn to its key philosophies – Experience, Passion, Innovation and Trust. Since then, I have helped to grow the business in a way that focuses on client experience.We provide holistic financial advice covering investments, asset ownership and protection, superannuation, tax, debt, insurance and estate planning, using the latest technology and maintaining a working knowledge of industry trends and opportunities. Leveraging accreditation as a Certified Financial Planner, directly relevant degree qualifications, and a Diploma in Stockbroking I have established a strong track record as a Wealth Manager and Financial Adviser. Recognised as a Self-Managed Superannuation Fund specialist, I have successfully helped clients to approach retirement with confidence. In the same way, my focus as a Financial Planner is on helping clients with major life decisions and events – starting a family, buying a house, changing employment, educating children, divorce, age care, dealing with an estate. ► Trusted Expertise▬▬▬▬▬▬▬▬▬✔ Member of the Financial Planning Association of Australia.✔ Accredited as a Certified Financial Planner, with experience managing investments, insurance, and superannuation.✔ Capacity to establish self-managed superannuation funds, allowing clients to plan effectively for retirement. ✔ Ability to establish cash-flow models and wealth strategies, based on evidence, research and analysis.When I’m not helping clients, I love spending time at home with my wife and kids. I’m a keen triathlon participant, mountain biker and runner. ► Contact Me ▬▬▬▬▬▬▬Contact me today for an obligation-free consultation, or an assessment of your investment portfolio’s performance.Call: ☎ (02) 9888 4764 or 0439 481 620Email: ✉ anthonys@privatewealthpartners.com.auWeb: ☞ https://privatewealthpartners.com.au/