Financial Adviser · PORT MACQUARIE, NSW

Anthony Blythe

PORT MACQUARIE, NSW
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000266758
Currently at
Port Macquarie, NSW (firm address)

Anthony Blythe is a financial adviser based in Port Macquarie, New South Wales, with 22 years of experience in the financial services industry since 2004. Anthony is currently authorised under Db5 Advisers. 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan (formerly Tribeca). Anthony is a member of Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2004
Advanced Diploma of Financial Services (Financial Planning)
Kaplan (formerly Tribeca)
2004
Diploma of Financial Services (Financial Planning)
Kaplan (formerly Tribeca)
2006
Self Managed Super Funds
Kaplan (formerly Tribeca)
2011
Margin Lending and Geared Investments
Kaplan
2020
Accredited Listed Product Adviser Program
Kaplan

Registration History

Dec 2022 - Present Current
TOTAL WEALTH PLANNING PTY LTD
Mar 2021 - Nov 2022 Ceased
Dec 2015 - Mar 2021 Ceased
GWM ADVISER SERVICES PTY LTD
Feb 2012 - May 2012 Ceased
May 2010 - Feb 2012 Ceased
Nov 2006 - May 2010 Ceased

Source: ASIC Financial Advisers Register