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Anthony Ragonese

Sterling Planners Pty Ltd

Silver
6 Yrs Experience
North Sydney, NSW 2060

I am very grateful and fortunate to have found a career in which I have a genuine passion in.

It's working with new people that I enjoy the most. Finding out what makes them tick. What are their proudest moments, their aspirations and frustrations. I then look to partner with them, to develop a plan around making the most of the position they are in, so they can ultimately live the life of their choosing.

I provide proactive advice along the way, simplifying the complexities of the financial world. Allowing my clients to have the confidence to concentrate on what they do and enjoy best.

If I can be of value to you or there is anything I can do to help please feel free to drop me a line!

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Sterling Planners Pty Ltd

Level 9, 75 Miller Street
North Sydney, NSW 2060

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306