Anthony Poole

Anthony Poole Email and Phone Number

Principal Financial Adviser at Poole Advisory @ Poole Advisory
Anthony Poole's Location
Sydney, New South Wales, Australia, Australia
Anthony Poole's Contact Details

Anthony Poole work email

Anthony Poole personal email

n/a
About Anthony Poole

After completing University I began my career at Perpetual Trustees then moved overseas to work in the financial markets and see the sights (lots of Skiing). Upon returning home I decided to establish a career in financial planning because I wanted to make a difference in peoples lives with a strong focus on ensuring clients have appropriate strategies in place that will assist them living a life of fulfillment. Strategy is king. I set out to provide peace of mind to clients and their families through holistic advice on areas of estate planning, investments, superannuation, SMSF, risk management, budgeting/cash flow management, structures and debt.I have passion in empowering clients with knowledge so clients can make strong educated decisions towards their future. I believe that every Australian deserves access to sound no bulls..t financial advice that is easy to understand, improves your financial position and allows you to live your best life.A little about me personally - I was raised on a cattle farm north of Dubbo and in my spare time you can find me on the family farm down in the southern tablelands hanging out with my lovely wife and my beautiful children. I am a lover all sports and when i can, love to attend a live sporting event with family or friends.If you would like to know more about myself and Poole Advisory please visit our website https://pooleadvisory.com.au/

Anthony Poole's Current Company Details
Poole Advisory

Poole Advisory

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Principal Financial Adviser at Poole Advisory
Anthony Poole Work Experience Details
  • Poole Advisory
    Principal Financial Adviser
    Poole Advisory Sep 2020 - Present
    Bowral, New South Wales, Australia
    The team at Poole Advisory has over 20 years of experience advising families, businesses, and high net wealth individuals. Our approach is to evaluate your current financial situation and collaborate with you to define strategies that are personalised, meaningful, and achievable to allow you to live a life of prosperity.Poole Advisory was formed to offer clients a high-value, client-centric service based around core values of Integrity, Care, Loyalty, Fairness, Respect and Competence. We aim to streamline and simplify your finances while empowering you with knowledge to make better-informed decisions.
  • Poole Advisory
    Principal Financial Adviser
    Poole Advisory Sep 2020 - Present
    Sydney Cbd, New South Wales, Australia
    The team at Poole Advisory (Sydney CBD office) have over 20 years of experience advising families, businesses, and high net wealth individuals. Our approach is to evaluate your current financial situation and collaborate with you to define strategies that are personalised, meaningful, and achievable to allow you to live a life of prosperity.Poole Advisory was formed to offer clients a high-value, client-centric service based around core values of Integrity, Care, Loyalty, Fairness, Respect and Competence. We aim to streamline and simplify your finances while empowering you with knowledge to make better-informed decisions.
  • Infocus Advisory (Australia)
    Snr Adviser
    Infocus Advisory (Australia) Apr 2019 - Sep 2020
    Level 7 - 50 Pitt St Sydney
  • Infocus Advisory (Australia)
    Snr Advisor
    Infocus Advisory (Australia) Apr 2019 - Sep 2020
    Bowral, Nsw
  • Infocus Advisory (Australia)
    Snr Holisitc Financial Adviser
    Infocus Advisory (Australia) Feb 2006 - Sep 2020
    Sydney, Australia
    Being a senior planner at Infocus advisory (former Announcer Financial Planning), my role is to assist clients in achieving their financial goals by educating and providing honest no bull holistic advice. I have been working at Infocus (former Announcer Financial Planning) since 2006 and I am one of the shareholders of Announcer Group of Companies. In 2017 my fellow share holders and I merged Announcer Group with Infocus.With my knowledge and experience, I able to provide a diverse range of strategic financial planning advice to my clients. Some areas of speciality are• Superannuation• Wealth accumulation• Tax minimisation• Pre retirement planning• Self Managed Super Fund Advice• Risk management• Portfolio construction• Estate planning
  • Insight Investments
    Trade Manager
    Insight Investments 2002 - 2005
    London, United Kingdom
  • Perpetual Limited
    Trade Manager
    Perpetual Limited 2000 - 2002
    Sydney, Australia
    Trade management

Anthony Poole Skills

Investments Strategic Financial Planning Estate Planning Superannuation Financial Planning Finance Equities Financial Services Wealth Wealth Management Risk Management Investment Management Financial Advisory Portfolio Management Asset Management Strategy Management Wealth Management Services Retirement Planning Investment Strategies Investment Properties Strategic Planning Managed Funds Trading Insurance Investment Advisory Self Managed Superannuation Funds Relationship Management Mortgage Lending Budgets Smsf Asset Allocation Retirement Life Insurance Financial Planners Securities Pensions Loans Income Protection Critical Illness Mortgage Budgeting Real Estate Private Clients Holistic Financial Planning Self Managed Superannuation Funds Mutual Funds Personal Financial Planning

Anthony Poole Education Details

Frequently Asked Questions about Anthony Poole

What company does Anthony Poole work for?

Anthony Poole works for Poole Advisory

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

Anthony Poole's current role is Principal Financial Adviser at Poole Advisory.

What is Anthony Poole's email address?

Anthony Poole's email address is an****@****ity.com

What schools did Anthony Poole attend?

Anthony Poole attended Kaplan Professional, Kaplan Professional, Kaplan Professional, Kaplan Professional, University Of Technology Sydney, The Scots College.

What skills is Anthony Poole known for?

Anthony Poole has skills like Investments, Strategic Financial Planning, Estate Planning, Superannuation, Financial Planning, Finance, Equities, Financial Services, Wealth, Wealth Management, Risk Management, Investment Management.

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