Anthony Tripodi Email & Phone Number

My passion is to help my clients achieve their Personal & Financial goals through understanding their needs and then implementing effective financial strategies to meet their goals in a timely manner. I am accredited to provide advice with investments, superannuation, personal insurances, retirement planning and implementing personalised money management systems.I have worked in the Financial Industry for over 10 years helping clients live a better life. I also have experience in dealing with a broad range of financial strategies that have helped people achieve their goals. I am a Certified Financial Planner (CFP®) and have also completed a Bachelor Degree in Finance specialising in Banking and Finance, Advanced Diploma of Financial Planning and Self Managed Superannuation Fund accreditation. These capabilities allow me to be in a position to assist my clients in a more comprehensive manner. When assisting clients, I have identified 4 key issues that they face today:•Lack of long term planning•Cash flow management•Lack of risk management•The need for accountability and focus on financial goals. To solve these key issues for clients I conduct a comprehensive review of the client’s financial circumstances. With this data I am then able to customise strategies to restructure & amend their finances to achieve the issues that are important to them. I do this because I am passionate about helping people succeed as I know solving clients financial problems have a substantial impact on their happiness and future. I have a reputation for motivating and inspiring my clients to do better financially and I leave my clients feeling secure and excited about their financial success both now and in the future.