Financial Adviser · ESSENDON NORTH, VIC

Beth Louise Anthony

ESSENDON NORTH, VIC
Tax advice
authorised
ASIC Registered · ADV 001319946
Currently at
Melbourne, VIC (firm address)

Beth Louise Anthony is a financial adviser based in Essendon North, Victoria. Beth is currently authorised under Capstone Financial Planning, operating through Argent Street. Beth holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Beth's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Beth 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

Restrictions: Appointed as a Provisional Adviser (subject to Capstone's policy and under the supervision of a senior Capstone Adviser). This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2024
Economics and Legal Context for Financial Planning
Kaplan Professional
2024
Taxation for Financial Planning
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Mar 2026 - Present Current
Appointed as a Provisional Adviser (subject to Capstone's policy and under the supervision of a senior Capstone Adviser). This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Source: ASIC Financial Advisers Register