Financial Adviser · PARADISE POINT, QLD

Anthony Wolfenden

PARADISE POINT, QLD
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001242381
Currently at
Melbourne, VIC (firm address)

Anthony Wolfenden is a financial adviser based in Paradise Point, Queensland, with 10 years of experience in the financial services industry since 2016. Anthony is currently authorised under Avana Financial Solutions. 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 Graduate Diploma of Financial Planning from Kaplan Professional.

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

2017
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Self Managed Superannuation Funds
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

May 2020 - Present Current
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Aug 2019 - May 2020 Ceased
Apr 2018 - Jul 2019 Ceased
May 2016 - Apr 2018 Ceased
Advice on Superannuation excludes SMSF

Source: ASIC Financial Advisers Register