Financial Adviser · NARARA, NSW

Antony Sackman

NARARA, NSW

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000440255

Currently at

Shartru Wealth Management

Belmont, NSW (firm address)

View firm profile

About Antony Sackman

Antony Sackman is a financial adviser based in Narara, New South Wales, with 14 years of experience in the financial services industry since 2012. Antony is currently authorised under Shartru Wealth Management. Antony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Antony's qualifications include a Graduate Diploma of Financial Planning from Griffith University. Antony is a member of Association of Independently Owned Financial Professionals (AIOFP) and FBAA - Finance Brokers Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2010

Diploma of Financial Markets

Hubb Financial Institute

2010

Diploma of Financial Services (Financial Planning)

Tribeca

2015

Certificate IV in Finance and Mortgage Broking

Kaplan Professional

2024

Graduate Diploma of Financial Planning

Griffith University

Registration History

Shartru Wealth Management Pty Ltd

Dec 2020 - Present Current

Akumin Financial Planning Pty Limited

Jun 2013 - Dec 2020 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register