Anthony Tripodi Email and 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.
-
Client Service Officer Specialising In CentrelinkDenaro Wealth Sep 2023 - Present84 Hotham St Preston Vic 3072 -
Client Service ProfessionalDenaro Wealth Mar 2022 - Present84 Hotham St Preston Vic 3072 -
Financial Planning AdministratorSelf-Employed Sep 2020 - Mar 2022
-
Financial AdviserKearney Group Jul 2018 - Jan 2020Abbotsford, Victoria, Australia -
Financial AdviserFinancial Life Balance Nov 2015 - Jul 2018Ivanhoe East, Victoria, Australia -
Financial AdviserInvestors Direct Financial Group Dec 2014 - Oct 2015 -
Servicing PlannerCommonwealth Bank Oct 2012 - Dec 2014 -
Regional Support PlannerCommonwealth Bank Sep 2010 - Oct 2012
-
Customer Service SpecialistCommonwealth Bank Nov 2007 - Sep 2010
Anthony Tripodi Education Details
-
Financial Planning AssociationCfp -
Self Managed Super Funds -
Financial Planning And Services -
Diploma Financial Planning -
Banking, Corporate, Finance, And Securities Law
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.
Not the Anthony Tripodi you were looking for?
-
2gunningcommercial.com, cityalliance.com.au
-
Anthony Tripodi
Grasmere, Nsw -
1belleproperty.com
-
Anthony Tripodi
Greater Adelaide Area
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial