Anthony Sultana Cfp®

Anthony Sultana Cfp® Email and Phone Number

Certified Financial Planner that works in REAL LIFE @ Creo Wealth Financial Advisors
jamisontown, new south wales, australia
Anthony Sultana Cfp®'s Location
Greater Sydney Area, Australia
Anthony Sultana Cfp®'s Contact Details

Anthony Sultana Cfp® work email

Anthony Sultana Cfp® personal email

n/a

Anthony Sultana Cfp® phone numbers

About Anthony Sultana Cfp®

Anthony has helped hundreds of people take control of their finances. Critically, he’s not just about the numbers – he’s also about understanding the personal values and goals of his clients.An experienced and savvy financial planner, Anthony develops and delivers sound financial planning via a comprehensive approach to wealth, life goals, and objectives. He takes the time to identify what’s most important to a client before aligning his planning with their aspirations. With a strong commercial acumen, he is accomplished in financial analysis (portfolio review, rebalancing and data gathering), product strategy, and financial plan development, implementation and management. Critically, Anthony remains at the fore of changes in Australian taxation, investments, superannuation, retirement planning and aged care. He’s skilled in breaking down complex information into manageable chunks, ensuring clients are empowered with the facts and knowledge they need to make astute decisions for their future.

Anthony Sultana Cfp®'s Current Company Details
Creo Wealth Financial Advisors

Creo Wealth Financial Advisors

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Certified Financial Planner that works in REAL LIFE
jamisontown, new south wales, australia
Website:
creowealth.com.au
Employees:
3
Anthony Sultana Cfp® Work Experience Details
  • Creo Wealth Financial Advisors
    Financial Adviser
    Creo Wealth Financial Advisors Oct 2015 - Present
    Penrith, Blue Mountains Nsw & Sydney Hills
    If you’ve been searching for a financial advisor, you’ve probably noticed that most advisory firms are focused purely on older people. And you’re right.I'm different. I'm about empowering people of all ages. All generations. And from all backgrounds.Why? Because acquiring wealth shouldn’t just be for the wealthy.You deserve more than spending a life chasing your dream life – you deserve to live it.And I'm here to help.I've been in the finance industry for 25 years and have a wealth of experience in helping people like you achieve their lifestyle and goals. Before engaging with me clients often don’t have an overall picture of their own finances or how significant well-made decisions can impact every avenue of their life - not only today, but also in the future. I excel at guiding you through areas of your life that you often brush aside as you don’t think they are important or they get stuck in the mesh of the 'too hard' basket. When you understand these areas and realise the huge benefit of your decisions for you and your family, I’m sure you will be able to sleep much better at night. Services offered: - Financial planning- Superannuation - Life insurance- Wealth creation- Income protection- Estate planning- Aged care.
    View
  • Clearview Wealth Limited
    Senior Financial Planner
    Clearview Wealth Limited May 1999 - Oct 2015
    Penrith And Blue Mountains Nsw
    View
  • Hsbc
    Advisor Assistant
    Hsbc Mar 1990 - May 1999
    Sydney, Australia
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  • Lawrence Collateral Indemnity Pty Ltd
    Auditor
    Lawrence Collateral Indemnity Pty Ltd Mar 1989 - Feb 1990
    Sydney, Australia
  • Permanent Trustees Pty Ltd
    Portfolio Clerk
    Permanent Trustees Pty Ltd 1986 - Feb 1989
    Sydney Area, Australia

Anthony Sultana Cfp® Skills

Superannuation Retirement Planning Budgets Wealth Management Investments Sales Financial Services Retirement Life Insurance Income Protection Wealth Management Services Pensions Strategic Financial Planning Certified Financial Planner Wealth Financial Advisory Wealth Accumulation Personal Financial Planning Investment Strategies Portfolio Management Relationship Management Risk Management Securities Investment Advisory Insurance Financial Planners Financial Risk Financial Planning Disability Insurance Estate Planning Asset Allocation Asset Management Banking Asset Protection Business Relationship Management Fixed Annuities Bonds High Net Worth Individuals Investment Banking Pension Funds

Anthony Sultana Cfp® Education Details

Frequently Asked Questions about Anthony Sultana Cfp®

What company does Anthony Sultana Cfp® work for?

Anthony Sultana Cfp® works for Creo Wealth Financial Advisors

What is Anthony Sultana Cfp®'s role at the current company?

Anthony Sultana Cfp®'s current role is Certified Financial Planner that works in REAL LIFE.

What is Anthony Sultana Cfp®'s email address?

Anthony Sultana Cfp®'s email address is an****@****.com.au

What is Anthony Sultana Cfp®'s direct phone number?

Anthony Sultana Cfp®'s direct phone number is +614395*****

What schools did Anthony Sultana Cfp® attend?

Anthony Sultana Cfp® attended Tafe Nsw – Western Sydney Institute, Securities Institute Of Australia, Securities Institute Of Australia.

What skills is Anthony Sultana Cfp® known for?

Anthony Sultana Cfp® has skills like Superannuation, Retirement Planning, Budgets, Wealth Management, Investments, Sales, Financial Services, Retirement, Life Insurance, Income Protection, Wealth Management Services, Pensions.

Who are Anthony Sultana Cfp®'s colleagues?

Anthony Sultana Cfp®'s colleagues are Sigo Siriphokha, Kylie Sultana, Anton Casinto.

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