Anthony Foy

Anthony Foy Email and Phone Number

Financial Adviser | Collective Financial Partners @ Collective Financial Partners
Anthony Foy's Location
Thornton, New South Wales, Australia, Australia
Anthony Foy's Contact Details

Anthony Foy personal email

n/a
About Anthony Foy

As an Adviser at Morgans In Newcastle I work within a team that looks to service our clients by providing a combination of trust, confidence and a plan for the future. We assist our clients by analysing and applying strategies to help them deal with matters that effect the creation, preservation and transfer of wealth.As a qualified Financial Adviser I am able to assist clients with - financial planning strategies, stockbroking, investment advice, risk insurance, estate planning & all superannuation related matters.

Anthony Foy's Current Company Details
Collective Financial Partners

Collective Financial Partners

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Financial Adviser | Collective Financial Partners
Anthony Foy Work Experience Details
  • Collective Financial Partners
    Senior Financial Planner
    Collective Financial Partners Sep 2023 - Present
    Newcastle, New South Wales, Australia
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  • Morgans Financial Limited
    Financial Adviser
    Morgans Financial Limited Jan 2015 - Aug 2023
    Newcastle
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  • Morgans Financial Limited
    Financial Adviser
    Morgans Financial Limited Feb 2011 - Jan 2015
    Port Macquarie
    As a Financial Adviser at Morgans Port Macquarie, Anthony is part of a dedicated team that provides specialist financial planning advice to clients.The role encompasses a number of key areas:• Retirement Planning strategies• Self Managed Super Funds• Stock Broking• Wealth Creation strategies• Estate Planning & Risk management
    View
  • Brumby'S Bakery Port Macquarie
    Franchisee
    Brumby'S Bakery Port Macquarie May 2006 - Feb 2010
    Port Macquarie
    Franchisee - Manager
  • Ifmg Pty Ltd (Port Macquarie Sports Stadium)
    Facility Manager
    Ifmg Pty Ltd (Port Macquarie Sports Stadium) Jul 2000 - Dec 2005

Anthony Foy Skills

Retirement Planning Financial Advisory Insurance Estate Planning Finance Wealth Management Superannuation Portfolio Management Risk Management Investments Loans Asset Management Stockbroking Estate Planning And Development Wealth Creation Strategies Strategic Financial Planning Self Managed Super Funds Margin Lending Aged Care Event Management Financial Planning Customer Service

Anthony Foy Education Details

  • Edmund Rice College - Wollongong
    Edmund Rice College - Wollongong
    High School
  • Kaplan Professional
    Kaplan Professional
    Advanced Diploma Of Financial Planning
  • Kaplan Professional
    Kaplan Professional
    Financial Planning And Services

Frequently Asked Questions about Anthony Foy

What company does Anthony Foy work for?

Anthony Foy works for Collective Financial Partners

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

Anthony Foy's current role is Financial Adviser | Collective Financial Partners.

What is Anthony Foy's email address?

Anthony Foy's email address is an****@****ans.com

What schools did Anthony Foy attend?

Anthony Foy attended Edmund Rice College - Wollongong, Kaplan Professional, Kaplan Professional.

What skills is Anthony Foy known for?

Anthony Foy has skills like Retirement Planning, Financial Advisory, Insurance, Estate Planning, Finance, Wealth Management, Superannuation, Portfolio Management, Risk Management, Investments, Loans, Asset Management.

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