Anthony Sloan

FWD Financial

Gold

13 Yrs Experience

Lyneham, ACT 2602

About Anthony
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Anthony is an experienced advisor with more than 21 years’ financial services, client services and consulting sectors experience. He is a practiced problem solver who takes the time to understand clients’ values, aspirations, needs and concerns, and uses that information to develop strategies that meet their goals and objectives.

Anthony helps his clients to:

Understand what are they trying to achieve and their drivers
Educate and empower them to make deliberate decisions
Gain investment exposure that is appropriate and specific to their needs and objectives
Better manage risk and reduce the chance of financial loss
Have peace of mind

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Aged Care
Cashflow & Income
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

We have both fixed upfront and ongoing fee structures based on your situation and desired level of engagement. Please feel free to ask about our tailored plans, whether you wish to protect, build or enhance your wealth and enjoy your desired lifestyle.

5.00 June 2018

I have always found Anthony to be very approachable, totally professional and very caring in our business dealings. Anthony makes contact with me often, to ascertain whether I am comfortable with how my retirement investments are prospering. He goes out of his way to ensure that I and my wife are satisfied with the personal service he provides. In fact we are TOTALLY SATISFIED.

Adviser status Gold
Rating 5.00
Number of reviews 1
First year providing advice 2012
Years of experience 13
Highest qualifications
- Bachelor of Commerce and Engineering (Honours)
- Bachelor of Commerce
- Bachelor of Engineering
Language spoken
- English