Anthony Tripodi

Anthony Tripodi Email and Phone Number

Client Services Officer Specialising in Centrelink @ Denaro Wealth
Anthony Tripodi's Location
Greater Melbourne Area, Australia
About Anthony Tripodi

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.

Anthony Tripodi's Current Company Details
Denaro Wealth

Denaro Wealth

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Client Services Officer Specialising in Centrelink
Anthony Tripodi Work Experience Details
  • Denaro Wealth
    Client Service Officer Specialising In Centrelink
    Denaro Wealth Sep 2023 - Present
    84 Hotham St Preston Vic 3072
  • Denaro Wealth
    Client Service Professional
    Denaro Wealth Mar 2022 - Present
    84 Hotham St Preston Vic 3072
  • Self-Employed
    Financial Planning Administrator
    Self-Employed Sep 2020 - Mar 2022
  • Kearney Group
    Financial Adviser
    Kearney Group Jul 2018 - Jan 2020
    Abbotsford, Victoria, Australia
  • Financial Life Balance
    Financial Adviser
    Financial Life Balance Nov 2015 - Jul 2018
    Ivanhoe East, Victoria, Australia
  • Investors Direct Financial Group
    Financial Adviser
    Investors Direct Financial Group Dec 2014 - Oct 2015
  • Commonwealth Bank
    Servicing Planner
    Commonwealth Bank Oct 2012 - Dec 2014
  • Commonwealth Bank
    Regional Support Planner
    Commonwealth Bank Sep 2010 - Oct 2012
  • Commonwealth Bank
    Customer Service Specialist
    Commonwealth Bank Nov 2007 - Sep 2010

Anthony Tripodi Education Details

Frequently Asked Questions about Anthony Tripodi

What company does Anthony Tripodi work for?

Anthony Tripodi works for Denaro Wealth

What is Anthony Tripodi's role at the current company?

Anthony Tripodi's current role is Client Services Officer Specialising in Centrelink.

What schools did Anthony Tripodi attend?

Anthony Tripodi attended Financial Planning Association, Kaplan Australia, Kaplan Australia, Kaplan Australia, Victoria University.

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