Financial Adviser · SYDNEY, NSW

Anthony Poole

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000441068

Currently at

Sydney, NSW

View firm profile

Anthony Poole is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry since 2007. Anthony is currently authorised under Prosperitas Partners, operating through Poole Advisory. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anthony's qualifications include a Master of Applied Finance (Financial Planning) from Kaplan Higher Education Pty Limited. Anthony is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2000

Diploma of Business

Insearch (University of Technology Sydney)

2007

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2013

Graduate Diploma in Financial Planning

Kaplan Professional

2014

Master of Applied Finance (Financial Planning)

Kaplan Higher Education Pty Limited

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Prosperitas Partners Pty. Ltd.

Apr 2023 - Present Current

Infocus Securities Australia Pty Ltd

Nov 2017 - Apr 2023 Ceased

Charter Financial Planning Limited

Jun 2013 - Nov 2017 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

ANNOUNCER FINANCIAL PLANNING PTY LIMITED

Jan 2010 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register