Financial Adviser · ALDGATE, SA

Anthony John Southon

ALDGATE, SA
34 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003631
Currently at
Bundall, QLD (firm address)

Anthony John Southon is a financial adviser based in Aldgate, South Australia, with 34 years of experience in the financial services industry since 1992. Anthony is currently authorised under Alliance Wealth, operating through Southon Farm Wealth Co. 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 Associate Diploma of Business (Management) from TAFE NSW.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1994
Associate Diploma of Business (Management)
TAFE NSW
2003
Diploma of Financial Planning (8 units)
FPA Australia
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2021
Insurance Advice Course (FPC004)
Kaplan Higher Education
2026
Specialist SMSF Course
SuperConcepts & University of Adelaide

Registration History

Apr 2024 - Present Current
Jan 2020 - Jan 2024 Ceased
Dec 2003 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register